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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 | $1,490 | $29,319-94.9% | $52,425-97.2% | $82,448-98.2% |
| Participation rate | 22.2% | 46.9%-24.6pp | 55.6%-33.4pp | 68.1%-45.8pp |
| Annual return | -1.39% | 535.20%-536.6pp | 302.12%-303.5pp | 41.64%-43.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $176 | $1,171-85.0% | $1,790-90.2% | $4,139-95.7% |
| Admin fee / account holder | $321 | $1,962-83.6% | $2,495-87.1% | $7,234-95.6% |