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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 | $29,435 | $56,197-47.6% | $67,652-56.5% | $59,633-50.6% |
| Participation rate | 33.3% | 71.5%-38.1pp | 75.7%-42.3pp | 68.7%-35.3pp |
| Annual return | -3.00% | 18508.10%-18511.1pp | 6625.40%-6628.4pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $680 | $1,615-57.9% | $2,266-70.0% | $2,203-69.1% |
| Participant deferral / active EE | $1,084 | $2,844-61.9% | $3,560-69.6% | $3,192-66.0% |
| Admin fee / account holder | $502 | $3,958-87.3% | $4,821-89.6% | $4,297-88.3% |