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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 | $39,570 | $78,607-49.7% | $105,624-62.5% | $74,478-46.9% |
| Participation rate | 10.2% | 72.8%-62.6pp | 75.3%-65.1pp | 67.2%-57.0pp |
| Annual return | 9.98% | 15.96%-6.0pp | 116.20%-106.2pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $134 | $4,325-96.9% | $5,013-97.3% | $4,350-96.9% |
| Admin fee / account holder | $13,161 | $2,220+492.9% | $10,961+20.1% | $1,946+576.4% |