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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 | $55,437-73.1% | $155,534-90.4% | $74,459-80.0% |
| Participation rate | 3.2% | 61.9%-58.7pp | 78.2%-75.0pp | 67.2%-64.0pp |
| Annual return | 8.39% | 269.58%-261.2pp | 64.92%-56.5pp | 1369.70%-1361.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $130 | $2,837-95.4% | $5,630-97.7% | $4,350-97.0% |
| Admin fee / account holder | $7,119 | $1,742+308.6% | $15,900-55.2% | $1,945+266.1% |