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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 | $96,540 | $63,346+52.4% | $92,240+4.7% | $70,126+37.7% |
| Participation rate | 49.1% | 68.7%-19.5pp | 76.5%-27.4pp | 69.5%-20.4pp |
| Annual return | 11.36% | 530.19%-518.8pp | 176.29%-164.9pp | 73.15%-61.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $669 | $2,854-76.5% | $3,897-82.8% | $3,332-79.9% |
| Admin fee / account holder | $6,472 | $3,841+68.5% | $5,194+24.6% | $4,645+39.3% |