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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 | $5,193 | $22,602-77.0% | $65,328-92.1% | $75,181-93.1% |
| Participation rate | 8.7% | 63.1%-54.4pp | 64.9%-56.2pp | 67.2%-58.5pp |
| Annual return | -2.56% | 71.13%-73.7pp | 47.39%-49.9pp | 160.69%-163.2pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $161 | $1,695-90.5% | $2,832-94.3% | $4,126-96.1% |
| Admin fee / account holder | $817 | $1,877-56.5% | $4,116-80.2% | $5,650-85.5% |