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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 | $25,201 | $99,079-74.6% | $78,002-67.7% | $273,972-90.8% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.5%-18.4pp | 83.0%-25.9pp |
| Annual return | -0.03% | 217.93%-218.0pp | 425.99%-426.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $586 | $3,308-82.3% | $2,470-76.3% | $4,869-88.0% |
| Participant deferral / active EE | $917 | $4,306-78.7% | $3,497-73.8% | $5,287-82.7% |
| Admin fee / account holder | $307 | $8,954-96.6% | $5,481-94.4% | $10,133-97.0% |