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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 | $20,804 | $138,076-84.9% | $123,553-83.2% | $135,380-84.6% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -19.28% | 153.70%-173.0pp | 119.21%-138.5pp | 519.81%-539.1pp |
| Employer contribution / active EE | $1,852 | $5,152-64.1% | $4,628-60.0% | $4,779-61.3% |
| Participant deferral / active EE | $1,206 | $6,800-82.3% | $6,426-81.2% | $5,609-78.5% |
| Admin fee / account holder | $1,574 | $10,917-85.6% | $9,284-83.0% | $10,828-85.5% |