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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 | $16,381 | $28,624-42.8% | $53,647-69.5% | $82,637-80.2% |
| Participation rate | 35.4% | 47.3%-11.9pp | 56.3%-20.9pp | 68.1%-32.7pp |
| Annual return | 8.02% | 664.98%-657.0pp | 358.33%-350.3pp | 53.51%-45.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $38 | $1,196-96.8% | $1,813-97.9% | $4,126-99.1% |
| Admin fee / account holder | $327 | $2,022-83.8% | $2,460-86.7% | $7,339-95.5% |