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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 | $101,591-65.5% | $147,096-76.2% | $74,429-52.9% |
| Participation rate | 0.6% | 75.5%-75.0pp | 82.2%-81.6pp | 67.2%-66.6pp |
| Annual return | 8.65% | 8746.45%-8737.8pp | 419.75%-411.1pp | 1368.38%-1359.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $86 | $7,302-98.8% | $8,071-98.9% | $4,348-98.0% |
| Admin fee / account holder | $10,205 | $1,750+483.1% | $13,005-21.5% | $1,944+424.9% |