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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 | $76,608-96.9% | $56,077-95.8% | $145,877-98.4% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | -2.12% | 3009.59%-3011.7pp | 1709.28%-1711.4pp | 551.28%-553.4pp |
| Employer contribution / active EE | $110 | $1,382-92.0% | $1,040-89.4% | $4,663-97.6% |
| Participant deferral / active EE | $181 | $2,624-93.1% | $1,954-90.8% | $6,691-97.3% |
| Admin fee / account holder | $319 | $3,325-90.4% | $2,825-88.7% | $13,402-97.6% |