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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 | $36,054 | $85,766-58.0% | $136,298-73.5% | $70,126-48.6% |
| Participation rate | 9.6% | 74.2%-64.5pp | 81.9%-72.3pp | 69.5%-59.9pp |
| Annual return | 13.16% | 31.46%-18.3pp | 5156.27%-5143.1pp | 73.15%-60.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $636 | $5,051-87.4% | $6,247-89.8% | $3,332-80.9% |
| Admin fee / account holder | $608 | $5,421-88.8% | $9,244-93.4% | $4,645-86.9% |