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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 | $105,476 | $86,288+22.2% | $111,306-5.2% | $85,851+22.9% |
| Participation rate | 21.8% | 73.3%-51.5pp | 77.3%-55.5pp | 69.3%-47.5pp |
| Annual return | 10.50% | 19.99%-9.5pp | 54.67%-44.2pp | 318.63%-308.1pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $815 | $3,641-77.6% | $4,488-81.8% | $3,952-79.4% |
| Admin fee / account holder | $2,882 | $8,189-64.8% | $7,966-63.8% | $6,261-54.0% |