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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 | $51,451 | $80,812-36.3% | $160,784-68.0% | $82,448-37.6% |
| Participation rate | 11.1% | 66.2%-55.1pp | 77.0%-65.8pp | 68.1%-57.0pp |
| Annual return | 4.70% | 100.59%-95.9pp | 1803.92%-1799.2pp | 41.64%-36.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $684 | $4,335-84.2% | $6,293-89.1% | $4,139-83.5% |
| Admin fee / account holder | $3,774 | $7,695-51.0% | $9,717-61.2% | $7,234-47.8% |