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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 | $99,770 | $52,450+90.2% | $129,384-22.9% | $74,459+34.0% |
| Participation rate | 5.9% | 53.8%-47.9pp | 69.6%-63.7pp | 67.2%-61.3pp |
| Annual return | 6.61% | 15.65%-9.0pp | 9461.77%-9455.2pp | 1369.70%-1363.1pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $550 | $2,797-80.4% | $4,166-86.8% | $4,350-87.4% |
| Admin fee / account holder | $4,429 | $2,636+68.0% | $7,686-42.4% | $1,945+127.7% |