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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 | $95,295 | $39,798+139.4% | $67,704+40.8% | $59,633+59.8% |
| Participation rate | 8.6% | 57.4%-48.8pp | 67.5%-58.9pp | 68.7%-60.1pp |
| Annual return | -3.85% | 89.94%-93.8pp | 25.41%-29.3pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $652 | $2,335-72.1% | $3,585-81.8% | $3,192-79.6% |
| Admin fee / account holder | $461 | $3,212-85.7% | $4,255-89.2% | $4,297-89.3% |