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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,423 | $91,439-29.5% | $135,974-52.6% | $71,511-9.9% |
| Participation rate | 15.3% | 75.7%-60.3pp | 81.9%-66.6pp | 67.9%-52.6pp |
| Annual return | 13.95% | 29.90%-15.9pp | 68.30%-54.4pp | 28.86%-14.9pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,381 | $7,093-66.4% | $7,760-69.3% | $4,291-44.5% |
| Admin fee / account holder | $17,530 | $1,267+1283.9% | $10,767+62.8% | $1,588+1003.6% |