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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 | $198,185 | $78,670+151.9% | $109,173+81.5% | $85,847+130.9% |
| Participation rate | 44.8% | 68.3%-23.4pp | 75.9%-31.1pp | 69.3%-24.5pp |
| Annual return | 10.27% | 25.09%-14.8pp | 25.75%-15.5pp | 318.61%-308.3pp |
| Employer contribution / active EE | $2,054 | $2,734-24.9% | $3,723-44.8% | $2,565-19.9% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,468 | $5,469-18.3% | $6,755-33.8% | $6,261-28.6% |