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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 | $46,441 | $101,653-54.3% | $147,080-68.4% | $74,459-37.6% |
| Participation rate | 32.1% | 75.6%-43.5pp | 82.2%-50.1pp | 67.2%-35.1pp |
| Annual return | 12.69% | 8754.98%-8742.3pp | 420.17%-407.5pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,853 | $7,304-74.6% | $8,066-77.0% | $4,350-57.4% |
| Admin fee / account holder | $5,458 | $1,752+211.6% | $12,989-58.0% | $1,945+180.7% |