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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 | $5,651 | $29,319-80.7% | $52,425-89.2% | $82,448-93.1% |
| Participation rate | 8.3% | 46.9%-38.5pp | 55.6%-47.3pp | 68.1%-59.7pp |
| Annual return | 8.17% | 535.20%-527.0pp | 302.12%-294.0pp | 41.64%-33.5pp |
| Employer contribution / active EE | $73 | $586-87.5% | $914-92.0% | $2,551-97.1% |
| Participant deferral / active EE | $109 | $1,171-90.7% | $1,790-93.9% | $4,139-97.4% |
| Admin fee / account holder | $411 | $1,962-79.1% | $2,495-83.5% | $7,234-94.3% |