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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 | $101,591-62.2% | $147,096-73.9% | $74,429-48.4% |
| Participation rate | 34.1% | 75.5%-41.5pp | 82.2%-48.1pp | 67.2%-33.1pp |
| Annual return | 9.27% | 8746.45%-8737.2pp | 419.75%-410.5pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,597 | $7,302-78.1% | $8,071-80.2% | $4,348-63.3% |
| Admin fee / account holder | $3,791 | $1,750+116.6% | $13,005-70.9% | $1,944+95.0% |