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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 | $21,071 | $125,184-83.2% | $105,607-80.0% | $145,884-85.6% |
| Participation rate | 23.5% | 77.6%-54.1pp | 75.3%-51.7pp | 80.3%-56.8pp |
| Annual return | 6.88% | 225.00%-218.1pp | 116.11%-109.2pp | 551.85%-545.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $322 | $5,714-94.4% | $5,011-93.6% | $6,690-95.2% |
| Admin fee / account holder | $598 | $17,133-96.5% | $10,958-94.5% | $13,392-95.5% |