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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 | $59,103 | $60,139-1.7% | $90,461-34.7% | $79,856-26.0% |
| Participation rate | 21.6% | 65.0%-43.4pp | 72.7%-51.1pp | 69.6%-48.0pp |
| Annual return | 4.00% | 71.96%-68.0pp | 1294.76%-1290.8pp | 31.71%-27.7pp |
| Employer contribution / active EE | $798 | $2,069-61.4% | $3,264-75.6% | $2,471-67.7% |
| Participant deferral / active EE | $692 | $2,939-76.4% | $3,964-82.5% | $3,741-81.5% |
| Admin fee / account holder | $15,381 | $3,978+286.6% | $5,617+173.9% | $5,306+189.9% |