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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 | $12,102 | $45,126-73.2% | $85,187-85.8% | $74,459-83.7% |
| Participation rate | 3.3% | 49.4%-46.1pp | 67.5%-64.2pp | 67.2%-63.9pp |
| Annual return | -15.36% | 26.30%-41.7pp | 66.67%-82.0pp | 1369.70%-1385.1pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $211 | $2,738-92.3% | $4,525-95.3% | $4,350-95.2% |
| Admin fee / account holder | $2,603 | $2,212+17.7% | $6,162-57.8% | $1,945+33.8% |