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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 | $11,606 | $49,891-76.7% | $80,607-85.6% | $75,181-84.6% |
| Participation rate | 16.7% | 55.3%-38.7pp | 67.0%-50.3pp | 67.2%-50.5pp |
| Annual return | 13.25% | 34.67%-21.4pp | 936.11%-922.9pp | 160.69%-147.4pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $141 | $2,991-95.3% | $4,448-96.8% | $4,126-96.6% |
| Admin fee / account holder | $561 | $3,578-84.3% | $5,379-89.6% | $5,650-90.1% |