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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 | $8,895 | $51,638-82.8% | $68,368-87.0% | $82,448-89.2% |
| Participation rate | 22.6% | 63.6%-41.0pp | 73.8%-51.2pp | 68.1%-45.5pp |
| Annual return | 12.34% | 37.53%-25.2pp | 292.57%-280.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $319 | $2,914-89.1% | $4,123-92.3% | $4,139-92.3% |
| Admin fee / account holder | $2,341 | $4,643-49.6% | $5,150-54.6% | $7,234-67.6% |