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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 | $15,319 | $28,624-46.5% | $53,647-71.4% | $82,637-81.5% |
| Participation rate | 7.9% | 47.3%-39.4pp | 56.3%-48.4pp | 68.1%-60.2pp |
| Annual return | 13.85% | 664.98%-651.1pp | 358.33%-344.5pp | 53.51%-39.7pp |
| Employer contribution / active EE | $172 | $637-73.0% | $962-82.1% | $2,552-93.3% |
| Participant deferral / active EE | $208 | $1,196-82.6% | $1,813-88.5% | $4,126-95.0% |
| Admin fee / account holder | $599 | $2,022-70.4% | $2,460-75.6% | $7,339-91.8% |