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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 | $7,389 | $28,624-74.2% | $53,647-86.2% | $82,637-91.1% |
| Participation rate | 9.2% | 47.3%-38.1pp | 56.3%-47.1pp | 68.1%-58.9pp |
| Annual return | 7.64% | 664.98%-657.3pp | 358.33%-350.7pp | 53.51%-45.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $236 | $1,196-80.3% | $1,813-87.0% | $4,126-94.3% |
| Admin fee / account holder | $1,809 | $2,022-10.5% | $2,460-26.5% | $7,339-75.3% |