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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 | $70,633 | $55,437+27.4% | $155,534-54.6% | $74,459-5.1% |
| Participation rate | 16.3% | 61.9%-45.6pp | 78.2%-61.9pp | 67.2%-50.9pp |
| Annual return | 9.33% | 269.58%-260.3pp | 64.92%-55.6pp | 1369.70%-1360.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $731 | $2,837-74.2% | $5,630-87.0% | $4,350-83.2% |
| Admin fee / account holder | $3,091 | $1,742+77.4% | $15,900-80.6% | $1,945+58.9% |