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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 | $14,076 | $75,962-81.5% | $154,108-90.9% | $64,173-78.1% |
| Participation rate | 17.6% | 70.4%-52.8pp | 83.0%-65.4pp | 69.6%-51.9pp |
| Annual return | -9.45% | 30.32%-39.8pp | 735.21%-744.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $607 | $3,175-80.9% | $5,081-88.1% | $3,470-82.5% |
| Admin fee / account holder | $698 | $5,589-87.5% | $13,411-94.8% | $4,887-85.7% |