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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 | $55,446-69.2% | $155,574-89.0% | $74,429-77.1% |
| Participation rate | 11.4% | 61.9%-50.5pp | 78.2%-66.8pp | 67.2%-55.8pp |
| Annual return | 9.29% | 269.20%-259.9pp | 64.87%-55.6pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $254 | $2,836-91.0% | $5,629-95.5% | $4,348-94.1% |
| Admin fee / account holder | $3,297 | $1,743+89.2% | $15,914-79.3% | $1,944+69.6% |