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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 | $21,273 | $55,446-61.6% | $155,574-86.3% | $74,429-71.4% |
| Participation rate | 7.9% | 61.9%-54.1pp | 78.2%-70.4pp | 67.2%-59.4pp |
| Annual return | 11.06% | 269.20%-258.1pp | 64.87%-53.8pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $359 | $2,836-87.4% | $5,629-93.6% | $4,348-91.8% |
| Admin fee / account holder | $3,049 | $1,743+74.9% | $15,914-80.8% | $1,944+56.8% |