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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 | $3,534 | $29,319-87.9% | $52,425-93.3% | $82,448-95.7% |
| Participation rate | 12.0% | 46.9%-34.9pp | 55.6%-43.6pp | 68.1%-56.1pp |
| Annual return | 13.94% | 535.20%-521.3pp | 302.12%-288.2pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $236 | $1,171-79.9% | $1,790-86.8% | $4,139-94.3% |
| Admin fee / account holder | $448 | $1,962-77.2% | $2,495-82.0% | $7,234-93.8% |