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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 | $17,068 | $55,470-69.2% | $155,556-89.0% | $74,478-77.1% |
| Participation rate | 11.4% | 61.9%-50.5pp | 78.2%-66.8pp | 67.2%-55.8pp |
| Annual return | 9.29% | 269.80%-260.5pp | 64.84%-55.5pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $254 | $2,838-91.0% | $5,631-95.5% | $4,350-94.2% |
| Admin fee / account holder | $3,297 | $1,744+89.0% | $15,885-79.2% | $1,946+69.4% |