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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 | $20,644 | $60,128-65.7% | $90,440-77.2% | $79,852-74.1% |
| Participation rate | 23.5% | 65.0%-41.5pp | 72.7%-49.2pp | 69.6%-46.1pp |
| Annual return | 5.57% | 71.95%-66.4pp | 1294.38%-1288.8pp | 31.72%-26.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $125 | $2,939-95.7% | $3,964-96.8% | $3,740-96.7% |
| Admin fee / account holder | $2,105 | $3,977-47.1% | $5,615-62.5% | $5,306-60.3% |