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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 | $13,536 | $60,128-77.5% | $90,440-85.0% | $79,852-83.0% |
| Participation rate | 16.8% | 65.0%-48.2pp | 72.7%-55.8pp | 69.6%-52.8pp |
| Annual return | 0.08% | 71.95%-71.9pp | 1294.38%-1294.3pp | 31.72%-31.6pp |
| Employer contribution / active EE | $294 | $2,068-85.8% | $3,263-91.0% | $2,471-88.1% |
| Participant deferral / active EE | $725 | $2,939-75.3% | $3,964-81.7% | $3,740-80.6% |
| Admin fee / account holder | $1,816 | $3,977-54.3% | $5,615-67.7% | $5,306-65.8% |