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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 | $56,877 | $57,312-0.8% | $86,617-34.3% | $75,181-24.3% |
| Participation rate | 13.6% | 63.2%-49.6pp | 71.7%-58.1pp | 67.2%-53.6pp |
| Annual return | 9.20% | 2672.78%-2663.6pp | 591.91%-582.7pp | 160.69%-151.5pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $679 | $3,319-79.5% | $4,437-84.7% | $4,126-83.5% |
| Admin fee / account holder | $325 | $4,114-92.1% | $5,613-94.2% | $5,650-94.2% |