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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 | $162,168 | $161,352+0.5% | $134,172+20.9% | $137,256+18.1% |
| Participation rate | 14.3% | 78.3%-64.0pp | 72.5%-58.2pp | 80.0%-65.7pp |
| Annual return | 8.58% | 28.72%-20.1pp | 25.30%-16.7pp | 220.34%-211.8pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $986 | $5,552-82.2% | $4,690-79.0% | $6,407-84.6% |
| Admin fee / account holder | $73,233 | $15,028+387.3% | $12,016+509.5% | $12,270+496.8% |