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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 | $14,198 | $30,437-53.4% | $56,033-74.7% | $74,459-80.9% |
| Participation rate | 2.3% | 32.9%-30.6pp | 52.5%-50.2pp | 67.2%-64.9pp |
| Annual return | -30.60% | 24.96%-55.6pp | 1711.38%-1742.0pp | 1369.70%-1400.3pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $140 | $1,176-88.1% | $1,954-92.8% | $4,350-96.8% |
| Admin fee / account holder | $4,782 | $2,363+102.4% | $2,827+69.2% | $1,945+145.9% |