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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 | $6,538 | $67,372-90.3% | $60,906-89.3% | $134,532-95.1% |
| Participation rate | 10.0% | 76.2%-66.2pp | 73.1%-63.1pp | 81.2%-71.2pp |
| Annual return | -22.60% | 50.05%-72.6pp | 16.94%-39.5pp | 418.27%-440.9pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $793 | $4,532-82.5% | $3,814-79.2% | $6,401-87.6% |
| Admin fee / account holder | $622 | $4,588-86.4% | $3,227-80.7% | $11,429-94.6% |