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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 | $7,576 | $30,421-75.1% | $56,077-86.5% | $74,429-89.8% |
| Participation rate | 6.1% | 32.9%-26.8pp | 52.5%-46.4pp | 67.2%-61.1pp |
| Annual return | 7.38% | 24.94%-17.6pp | 1709.28%-1701.9pp | 1368.38%-1361.0pp |
| Employer contribution / active EE | $163 | $610-73.2% | $1,040-84.3% | $2,625-93.8% |
| Participant deferral / active EE | $189 | $1,175-83.9% | $1,954-90.3% | $4,348-95.7% |
| Admin fee / account holder | $2,804 | $2,363+18.6% | $2,825-0.7% | $1,944+44.2% |