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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 | $8,406 | $58,311-85.6% | $81,882-89.7% | $80,959-89.6% |
| Participation rate | 13.8% | 63.5%-49.7pp | 72.4%-58.6pp | 67.7%-53.9pp |
| Annual return | 9.09% | 41.85%-32.8pp | 779.47%-770.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $174 | $3,287-94.7% | $4,323-96.0% | $4,300-96.0% |
| Admin fee / account holder | $355 | $4,752-92.5% | $7,360-95.2% | $6,925-94.9% |