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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 | $25,497 | $154,193-83.5% | $130,045-80.4% | $139,466-81.7% |
| Participation rate | 26.7% | 82.0%-55.3pp | 78.5%-51.8pp | 80.3%-53.7pp |
| Annual return | 9.04% | 32.51%-23.5pp | -137.30%+146.3pp | 373.66%-364.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,231 | $6,709-81.7% | $5,820-78.9% | $6,712-81.7% |
| Admin fee / account holder | $2,176 | $13,989-84.4% | $10,600-79.5% | $11,409-80.9% |