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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 | $18,846 | $54,355-65.3% | $82,744-77.2% | $68,486-72.5% |
| Participation rate | 4.3% | 63.9%-59.6pp | 72.6%-68.3pp | 67.9%-63.6pp |
| Annual return | -20.98% | -13.67%-7.3pp | 702.22%-723.2pp | -7.85%-13.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $238 | $3,246-92.7% | $4,395-94.6% | $4,028-94.1% |
| Admin fee / account holder | $3,002 | $4,397-31.7% | $5,325-43.6% | $5,404-44.4% |