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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 | $13,353 | $56,063-76.2% | $76,051-82.4% | $80,911-83.5% |
| Participation rate | 12.8% | 62.0%-49.3pp | 69.1%-56.3pp | 67.6%-54.9pp |
| Annual return | 8.31% | 20.54%-12.2pp | 360.42%-352.1pp | 35.63%-27.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $501 | $3,052-83.6% | $4,257-88.2% | $4,297-88.3% |
| Admin fee / account holder | $2,562 | $5,240-51.1% | $6,416-60.1% | $6,935-63.1% |