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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 | $166,020-8.0% | $164,866-7.4% | $145,959+4.6% |
| Participation rate | 46.7% | 82.0%-35.3pp | 78.6%-31.9pp | 80.3%-33.6pp |
| Annual return | 8.39% | 100.08%-91.7pp | 69.97%-61.6pp | 561.95%-553.6pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,505 | $6,961-78.4% | $6,033-75.1% | $6,689-77.5% |
| Admin fee / account holder | $7,249 | $16,644-56.4% | $12,689-42.9% | $13,398-45.9% |