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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 | $17,719 | $58,311-69.6% | $81,882-78.4% | $80,959-78.1% |
| Participation rate | 22.9% | 63.5%-40.6pp | 72.4%-49.5pp | 67.7%-44.8pp |
| Annual return | -5.38% | 41.85%-47.2pp | 779.47%-784.9pp | 35.67%-41.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $634 | $3,287-80.7% | $4,323-85.3% | $4,300-85.2% |
| Admin fee / account holder | $2,888 | $4,752-39.2% | $7,360-60.8% | $6,925-58.3% |