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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 | $65,718 | $29,667+121.5% | $56,441+16.4% | $80,874-18.7% |
| Participation rate | 5.0% | 41.7%-36.7pp | 52.5%-47.5pp | 67.6%-62.6pp |
| Annual return | 9.02% | 35.22%-26.2pp | 1704.21%-1695.2pp | 35.62%-26.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5 | $1,227-99.6% | $1,953-99.7% | $4,297-99.9% |
| Admin fee / account holder | $803 | $2,429-66.9% | $2,829-71.6% | $6,935-88.4% |