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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 | $22,745 | $80,812-71.9% | $160,784-85.9% | $82,448-72.4% |
| Participation rate | 28.3% | 66.2%-38.0pp | 77.0%-48.7pp | 68.1%-39.8pp |
| Annual return | 7.92% | 100.59%-92.7pp | 1803.92%-1796.0pp | 41.64%-33.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,177 | $4,335-72.9% | $6,293-81.3% | $4,139-71.6% |
| Admin fee / account holder | $650 | $7,695-91.5% | $9,717-93.3% | $7,234-91.0% |