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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 | $12,838 | $23,330-45.0% | $64,489-80.1% | $82,448-84.4% |
| Participation rate | 6.5% | 68.3%-61.8pp | 67.7%-61.2pp | 68.1%-61.6pp |
| Annual return | 13.46% | 83.66%-70.2pp | 55.03%-41.6pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $34 | $1,707-98.0% | $2,778-98.8% | $4,139-99.2% |
| Admin fee / account holder | $746 | $2,946-74.7% | $4,260-82.5% | $7,234-89.7% |