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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 | $98,549 | $91,559+7.6% | $133,971-26.4% | $79,852+23.4% |
| Participation rate | 42.9% | 73.3%-30.5pp | 79.8%-37.0pp | 69.6%-26.8pp |
| Annual return | 8.62% | 61.85%-53.2pp | 45.09%-36.5pp | 31.72%-23.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,538 | $3,734-58.8% | $5,047-69.5% | $3,740-58.9% |
| Admin fee / account holder | $553 | $6,321-91.2% | $8,929-93.8% | $5,306-89.6% |