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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 | $5,075 | $27,800-81.7% | $58,561-91.3% | $71,511-92.9% |
| Participation rate | 2.0% | 34.6%-32.6pp | 50.9%-48.9pp | 67.9%-66.0pp |
| Annual return | -50.45% | 26.80%-77.3pp | 4251.33%-4301.8pp | 28.86%-79.3pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $84 | $1,208-93.1% | $1,923-95.6% | $4,291-98.0% |
| Admin fee / account holder | $1,342 | $1,637-18.1% | $2,520-46.8% | $1,588-15.5% |