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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 | $6,295 | $29,319-78.5% | $52,425-88.0% | $82,448-92.4% |
| Participation rate | 13.8% | 46.9%-33.1pp | 55.6%-41.8pp | 68.1%-54.3pp |
| Annual return | 7.92% | 535.20%-527.3pp | 302.12%-294.2pp | 41.64%-33.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $216 | $1,171-81.6% | $1,790-88.0% | $4,139-94.8% |
| Admin fee / account holder | $811 | $1,962-58.7% | $2,495-67.5% | $7,234-88.8% |