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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 | $25,676 | $45,152-43.1% | $73,836-65.2% | $59,633-56.9% |
| Participation rate | 18.4% | 64.0%-45.6pp | 73.4%-55.0pp | 68.7%-50.2pp |
| Annual return | -3.50% | 27.40%-30.9pp | 2268.06%-2271.6pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $639 | $2,573-75.1% | $3,583-82.2% | $3,192-80.0% |
| Admin fee / account holder | $1,926 | $3,515-45.2% | $4,882-60.6% | $4,297-55.2% |