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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 | $165,914 | $72,607+128.5% | $90,259+83.8% | $87,485+89.6% |
| Participation rate | 3.1% | 64.8%-61.7pp | 70.7%-67.6pp | 68.9%-65.8pp |
| Annual return | 6.34% | 18.59%-12.3pp | 18.88%-12.5pp | 26.06%-19.7pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $438 | $3,055-85.7% | $3,827-88.6% | $4,274-89.8% |
| Admin fee / account holder | $7,998 | $5,947+34.5% | $7,267+10.1% | $7,775+2.9% |