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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 | $140,537 | $102,385+37.3% | $147,080-4.4% | $80,935+73.6% |
| Participation rate | 16.7% | 75.9%-59.2pp | 82.2%-65.5pp | 67.7%-51.0pp |
| Annual return | 10.83% | 135.09%-124.3pp | 420.17%-409.3pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,334 | $6,651-64.9% | $8,066-71.1% | $4,299-45.7% |
| Admin fee / account holder | $1,267 | $7,951-84.1% | $12,989-90.2% | $6,924-81.7% |