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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 | $38,430 | $101,672-62.2% | $147,117-73.9% | $74,478-48.4% |
| Participation rate | 34.1% | 75.5%-41.5pp | 82.2%-48.1pp | 67.2%-33.1pp |
| Annual return | 9.27% | 8757.83%-8748.6pp | 420.54%-411.3pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,597 | $7,305-78.1% | $8,065-80.2% | $4,350-63.3% |
| Admin fee / account holder | $3,791 | $1,753+116.2% | $12,993-70.8% | $1,946+94.8% |