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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 | $17,860 | $58,241-69.3% | $81,780-78.2% | $80,911-77.9% |
| Participation rate | 37.2% | 63.4%-26.2pp | 72.4%-35.2pp | 67.6%-30.4pp |
| Annual return | 6.00% | 41.73%-35.7pp | 776.27%-770.3pp | 35.63%-29.6pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $88 | $3,283-97.3% | $4,321-98.0% | $4,297-98.0% |
| Admin fee / account holder | $323 | $4,973-93.5% | $7,384-95.6% | $6,935-95.3% |