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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 | $99,722 | $56,197+77.5% | $67,652+47.4% | $59,633+67.2% |
| Participation rate | 10.5% | 71.5%-60.9pp | 75.7%-65.1pp | 68.7%-58.1pp |
| Annual return | -2.44% | 18508.10%-18510.5pp | 6625.40%-6627.8pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $756 | $1,615-53.2% | $2,266-66.6% | $2,203-65.7% |
| Participant deferral / active EE | $661 | $2,844-76.7% | $3,560-81.4% | $3,192-79.3% |
| Admin fee / account holder | $1,920 | $3,958-51.5% | $4,821-60.2% | $4,297-55.3% |