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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 | $22,999 | $65,904-65.1% | $160,784-85.7% | $79,634-71.1% |
| Participation rate | 8.6% | 56.2%-47.7pp | 77.0%-68.4pp | 62.5%-53.9pp |
| Annual return | 10.84% | 20.16%-9.3pp | 1803.92%-1793.1pp | 36.46%-25.6pp |
| Employer contribution / active EE | $0 | $1,805-100.0% | $3,733-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $261 | $3,692-92.9% | $6,293-95.8% | $3,835-93.2% |
| Admin fee / account holder | $3,584 | $965+271.3% | $9,717-63.1% | $1,002+257.7% |