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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 | $1,855 | $29,733-93.8% | $56,025-96.7% | $80,959-97.7% |
| Participation rate | 16.1% | 41.7%-25.6pp | 52.5%-36.4pp | 67.7%-51.5pp |
| Annual return | -12.44% | 35.28%-47.7pp | 1712.69%-1725.1pp | 35.67%-48.1pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $213 | $1,229-82.7% | $1,955-89.1% | $4,300-95.1% |
| Admin fee / account holder | $341 | $2,434-86.0% | $2,828-87.9% | $6,925-95.1% |