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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 | $3,992 | $29,733-86.6% | $56,025-92.9% | $80,959-95.1% |
| Participation rate | 16.7% | 41.7%-25.1pp | 52.5%-35.8pp | 67.7%-51.0pp |
| Annual return | 6.84% | 35.28%-28.4pp | 1712.69%-1705.9pp | 35.67%-28.8pp |
| Employer contribution / active EE | $110 | $672-83.6% | $1,042-89.4% | $2,757-96.0% |
| Participant deferral / active EE | $224 | $1,229-81.8% | $1,955-88.5% | $4,300-94.8% |
| Admin fee / account holder | $898 | $2,434-63.1% | $2,828-68.3% | $6,925-87.0% |