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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 | $5,754 | $29,736-80.7% | $56,033-89.7% | $80,935-92.9% |
| Participation rate | 5.8% | 41.7%-35.9pp | 52.5%-46.7pp | 67.7%-61.8pp |
| Annual return | -11.64% | 35.28%-46.9pp | 1711.38%-1723.0pp | 35.66%-47.3pp |
| Employer contribution / active EE | $144 | $671-78.6% | $1,041-86.2% | $2,757-94.8% |
| Participant deferral / active EE | $157 | $1,228-87.2% | $1,954-92.0% | $4,299-96.3% |
| Admin fee / account holder | $2,234 | $2,434-8.2% | $2,827-21.0% | $6,924-67.7% |