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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 | $67,348 | $68,097-1.1% | $62,929+7.0% | $137,256-50.9% |
| Participation rate | 10.0% | 77.4%-67.4pp | 73.1%-63.1pp | 80.0%-70.0pp |
| Annual return | 8.38% | 1859.11%-1850.7pp | 1063.93%-1055.5pp | 220.34%-212.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $120 | $4,553-97.4% | $3,888-96.9% | $6,407-98.1% |
| Admin fee / account holder | $638 | $6,521-90.2% | $5,065-87.4% | $12,270-94.8% |