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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 | $8,956 | $28,109-68.1% | $71,086-87.4% | $56,287-84.1% |
| Participation rate | 12.0% | 40.4%-28.4pp | 54.7%-42.7pp | 69.9%-57.9pp |
| Annual return | -9.67% | -615.05%+605.4pp | 650.59%-660.3pp | -9.96%+0.3pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $339 | $1,116-69.6% | $1,874-81.9% | $3,350-89.9% |
| Admin fee / account holder | $764 | $585+30.7% | $3,082-75.2% | $521+46.7% |