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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 | $12,838 | $24,618-47.9% | $71,585-82.1% | $82,637-84.5% |
| Participation rate | 6.5% | 68.2%-61.7pp | 68.2%-61.7pp | 68.1%-61.6pp |
| Annual return | 13.46% | 93.17%-79.7pp | 59.26%-45.8pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $34 | $1,720-98.0% | $2,923-98.8% | $4,126-99.2% |
| Admin fee / account holder | $746 | $3,285-77.3% | $4,712-84.2% | $7,339-89.8% |