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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 | $25,659 | $84,482-69.6% | $125,363-79.5% | $66,930-61.7% |
| Participation rate | 27.0% | 76.4%-49.4pp | 82.4%-55.3pp | 69.8%-42.8pp |
| Annual return | -20.84% | -8.49%-12.3pp | 572.15%-593.0pp | 1.57%-22.4pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,030 | $6,782-70.1% | $7,447-72.7% | $4,238-52.1% |
| Admin fee / account holder | $12,132 | $685+1671.3% | $10,005+21.3% | $593+1944.4% |