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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 | $3,106 | $24,891-87.5% | $69,632-95.5% | $74,478-95.8% |
| Participation rate | 7.5% | 63.4%-56.0pp | 66.4%-59.0pp | 67.2%-59.8pp |
| Annual return | 4.26% | 18.53%-14.3pp | 101.32%-97.1pp | 1370.56%-1366.3pp |
| Employer contribution / active EE | $0 | $1,005-100.0% | $1,708-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $231 | $1,908-87.9% | $2,889-92.0% | $4,350-94.7% |
| Admin fee / account holder | $1,286 | $1,904-32.5% | $4,695-72.6% | $1,946-33.9% |