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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 | $50,669 | $52,911-4.2% | $73,309-30.9% | $59,633-15.0% |
| Participation rate | 57.5% | 68.2%-10.7pp | 74.9%-17.4pp | 68.7%-11.2pp |
| Annual return | -81.67% | 12.20%-93.9pp | 5.67%-87.3pp | 2041.45%-2123.1pp |
| Employer contribution / active EE | $2,786 | $1,909+46.0% | $3,237-13.9% | $2,203+26.5% |
| Participant deferral / active EE | $524 | $4,069-87.1% | $4,991-89.5% | $3,192-83.6% |
| Admin fee / account holder | $46,132 | $3,835+1102.9% | $5,635+718.7% | $4,297+973.6% |