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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 | $80,959 | $199,109-59.3% | $173,730-53.4% | $154,746-47.7% |
| Participation rate | 65.0% | 82.8%-17.8pp | 79.6%-14.6pp | 80.7%-15.7pp |
| Annual return | 6.13% | 20.02%-13.9pp | 19.96%-13.8pp | 172.34%-166.2pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,890 | $7,113-73.4% | $6,326-70.1% | $6,730-71.9% |
| Admin fee / account holder | $1,607 | $20,916-92.3% | $17,523-90.8% | $14,365-88.8% |