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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 | $35,032 | $101,653-65.5% | $147,080-76.2% | $74,459-53.0% |
| Participation rate | 0.6% | 75.6%-75.0pp | 82.2%-81.6pp | 67.2%-66.6pp |
| Annual return | 8.65% | 8754.98%-8746.3pp | 420.17%-411.5pp | 1369.70%-1361.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $86 | $7,304-98.8% | $8,066-98.9% | $4,350-98.0% |
| Admin fee / account holder | $10,205 | $1,752+482.6% | $12,989-21.4% | $1,945+424.7% |