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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 | $12,337 | $58,234-78.8% | $81,783-84.9% | $80,874-84.7% |
| Participation rate | 25.0% | 63.4%-38.4pp | 72.4%-47.4pp | 67.6%-42.6pp |
| Annual return | 8.60% | 41.70%-33.1pp | 775.05%-766.4pp | 35.62%-27.0pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $137 | $3,283-95.8% | $4,320-96.8% | $4,297-96.8% |
| Admin fee / account holder | $1,137 | $4,982-77.2% | $7,380-84.6% | $6,935-83.6% |