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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 | $209,653 | $91,559+129.0% | $133,971+56.5% | $79,852+162.6% |
| Participation rate | 27.6% | 73.3%-45.8pp | 79.8%-52.3pp | 69.6%-42.1pp |
| Annual return | 8.56% | 61.85%-53.3pp | 45.09%-36.5pp | 31.72%-23.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,490 | $3,734-60.1% | $5,047-70.5% | $3,740-60.2% |
| Admin fee / account holder | $27,961 | $6,321+342.3% | $8,929+213.1% | $5,306+427.0% |