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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 | $14,926 | $55,472-73.1% | $155,567-90.4% | $74,546-80.0% |
| Participation rate | 3.2% | 61.9%-58.7pp | 78.2%-75.0pp | 67.2%-64.0pp |
| Annual return | 8.39% | 268.72%-260.3pp | 64.74%-56.3pp | 1366.03%-1357.6pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $130 | $2,838-95.4% | $5,628-97.7% | $4,347-97.0% |
| Admin fee / account holder | $7,119 | $1,743+308.5% | $15,916-55.3% | $1,944+266.3% |