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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 | $161,129 | $100,911+59.7% | $90,440+78.2% | $158,966+1.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | -4.37% | 1726.62%-1731.0pp | 1294.38%-1298.8pp | 302.95%-307.3pp |
| Employer contribution / active EE | $8,070 | $3,690+118.7% | $3,263+147.3% | $4,762+69.4% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,414 | $6,507-62.9% | $5,615-57.0% | $11,250-78.5% |