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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 | $5,842 | $29,736-80.4% | $56,033-89.6% | $80,935-92.8% |
| Participation rate | 5.1% | 41.7%-36.6pp | 52.5%-47.4pp | 67.7%-62.5pp |
| Annual return | 9.00% | 35.28%-26.3pp | 1711.38%-1702.4pp | 35.66%-26.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $122 | $1,228-90.1% | $1,954-93.8% | $4,299-97.2% |
| Admin fee / account holder | $824 | $2,434-66.1% | $2,827-70.9% | $6,924-88.1% |