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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 | $17,073 | $95,383-82.1% | $185,837-90.8% | $85,856-80.1% |
| Participation rate | 16.5% | 68.8%-52.3pp | 81.7%-65.3pp | 69.3%-52.9pp |
| Annual return | -30.03% | 23.59%-53.6pp | 122.08%-152.1pp | 318.58%-348.6pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $547 | $3,423-84.0% | $5,568-90.2% | $3,952-86.2% |
| Admin fee / account holder | $1,801 | $7,213-75.0% | $16,241-88.9% | $6,261-71.2% |