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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 | $28,548 | $82,630-65.5% | $64,105-55.5% | $125,389-77.2% |
| Participation rate | 38.1% | 75.9%-37.8pp | 68.2%-30.1pp | 83.2%-45.1pp |
| Annual return | -4.39% | 1489.72%-1494.1pp | 791.24%-795.6pp | 282.24%-286.6pp |
| Employer contribution / active EE | $532 | $2,671-80.1% | $1,820-70.8% | $4,866-89.1% |
| Participant deferral / active EE | $630 | $3,608-82.5% | $2,822-77.7% | $5,352-88.2% |
| Admin fee / account holder | $528 | $6,382-91.7% | $4,499-88.3% | $9,541-94.5% |