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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 | $19,012 | $65,960-71.2% | $81,882-76.8% | $77,762-75.6% |
| Participation rate | 3.6% | 65.8%-62.2pp | 72.4%-68.8pp | 70.6%-67.0pp |
| Annual return | 10.88% | 26.64%-15.8pp | 779.47%-768.6pp | 31.27%-20.4pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $209 | $3,505-94.0% | $4,323-95.2% | $4,651-95.5% |
| Admin fee / account holder | $843 | $526+60.1% | $7,360-88.5% | $433+94.7% |