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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 | $41,794 | $154,228-72.9% | $145,433-71.3% | $137,256-69.6% |
| Participation rate | 10.0% | 83.8%-73.8pp | 82.1%-72.1pp | 80.0%-70.0pp |
| Annual return | 10.38% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,198 | $8,216-85.4% | $7,897-84.8% | $6,407-81.3% |
| Admin fee / account holder | $3,185 | $14,344-77.8% | $13,129-75.7% | $12,270-74.0% |