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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 | $61,084 | $100,203-39.0% | $85,240-28.3% | $145,897-58.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | -5.85% | 84.28%-90.1pp | 66.75%-72.6pp | 552.29%-558.1pp |
| Employer contribution / active EE | $804 | $3,242-75.2% | $2,735-70.6% | $4,663-82.8% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,441 | $7,265+16.2% | $6,165+36.9% | $13,390-37.0% |