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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 | $152,683 | $166,131-8.1% | $164,975-7.5% | $145,877+4.7% |
| Participation rate | 46.7% | 82.0%-35.3pp | 78.6%-31.9pp | 80.3%-33.6pp |
| Annual return | 8.39% | 100.37%-92.0pp | 70.12%-61.7pp | 551.28%-542.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,505 | $6,962-78.4% | $6,033-75.1% | $6,691-77.5% |
| Admin fee / account holder | $7,249 | $16,648-56.5% | $12,688-42.9% | $13,402-45.9% |