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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 | $2,343 | $76,519-96.9% | $56,025-95.8% | $145,897-98.4% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | -2.12% | 3017.03%-3019.2pp | 1712.69%-1714.8pp | 552.29%-554.4pp |
| Employer contribution / active EE | $110 | $1,383-92.1% | $1,042-89.5% | $4,663-97.6% |
| Participant deferral / active EE | $181 | $2,624-93.1% | $1,955-90.8% | $6,689-97.3% |
| Admin fee / account holder | $319 | $3,331-90.4% | $2,828-88.7% | $13,390-97.6% |