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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 | $8,441 | $27,243-69.0% | $52,425-83.9% | $79,634-89.4% |
| Participation rate | 4.6% | 22.4%-17.8pp | 55.6%-51.0pp | 62.5%-57.9pp |
| Annual return | 9.51% | 63.36%-53.8pp | 302.12%-292.6pp | 36.46%-26.9pp |
| Employer contribution / active EE | $49 | $319-84.8% | $914-94.7% | $2,529-98.1% |
| Participant deferral / active EE | $155 | $636-75.6% | $1,790-91.4% | $3,835-96.0% |
| Admin fee / account holder | $1,299 | $2,105-38.3% | $2,495-47.9% | $1,002+29.6% |