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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 | $17,006 | $62,549-72.8% | $85,705-80.2% | $85,851-80.2% |
| Participation rate | 17.4% | 61.1%-43.7pp | 69.9%-52.5pp | 69.3%-51.9pp |
| Annual return | -8.52% | 23.77%-32.3pp | 21.49%-30.0pp | 318.63%-327.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $700 | $2,802-75.0% | $3,924-82.2% | $3,952-82.3% |
| Admin fee / account holder | $3,273 | $4,644-29.5% | $6,877-52.4% | $6,261-47.7% |