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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 | $18,268 | $78,690-76.8% | $161,489-88.7% | $87,485-79.1% |
| Participation rate | 0.0% | 67.5%-67.5pp | 78.7%-78.7pp | 68.9%-68.9pp |
| Annual return | 8.75% | 32.74%-24.0pp | 89.72%-81.0pp | 26.06%-17.3pp |
| Employer contribution / active EE | $576 | $2,588-77.7% | $4,268-86.5% | $2,596-77.8% |
| Participant deferral / active EE | $840 | $3,311-74.6% | $5,630-85.1% | $4,274-80.3% |
| Admin fee / account holder | $320 | $6,724-95.2% | $16,006-98.0% | $7,775-95.9% |