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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 | $7,428 | $34,316-78.4% | $74,723-90.1% | $72,976-89.8% |
| Participation rate | 28.6% | 42.4%-13.8pp | 54.5%-25.9pp | 69.5%-40.9pp |
| Annual return | 17.42% | 26.58%-9.2pp | 753.18%-735.8pp | 81.02%-63.6pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $77 | $1,272-93.9% | $1,962-96.1% | $3,608-97.9% |
| Admin fee / account holder | $498 | $2,125-76.5% | $3,335-85.1% | $5,124-90.3% |