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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 | $63,523 | $101,499-37.4% | $147,005-56.8% | $74,546-14.8% |
| Participation rate | 38.5% | 75.5%-37.1pp | 82.2%-43.7pp | 67.2%-28.7pp |
| Annual return | 12.88% | 8732.34%-8719.5pp | 418.76%-405.9pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,783 | $7,304-75.6% | $8,070-77.9% | $4,347-59.0% |
| Admin fee / account holder | $998 | $1,748-42.9% | $13,006-92.3% | $1,944-48.6% |