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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 | $18,421 | $114,093-83.9% | $96,171-80.8% | $167,536-89.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 68.4%-68.4pp | 82.1%-82.1pp |
| Annual return | 6.76% | 190.00%-183.2pp | 192.04%-185.3pp | 478.82%-472.1pp |
| Employer contribution / active EE | $2,890 | $3,429-15.7% | $2,799+3.2% | $4,839-40.3% |
| Participant deferral / active EE | $458 | $5,197-91.2% | $4,350-89.5% | $6,342-92.8% |
| Admin fee / account holder | $2,388 | $6,899-65.4% | $5,538-56.9% | $12,315-80.6% |