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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 | $80,281 | $27,936+187.4% | $58,561+37.1% | $75,173+6.8% |
| Participation rate | 4.1% | 38.8%-34.8pp | 50.9%-46.8pp | 67.2%-63.1pp |
| Annual return | 13.49% | 44.21%-30.7pp | 4251.33%-4237.8pp | 160.72%-147.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5 | $1,202-99.6% | $1,923-99.7% | $4,126-99.9% |
| Admin fee / account holder | $990 | $1,727-42.7% | $2,520-60.7% | $5,651-82.5% |