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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 | $37,320 | $180,462-79.3% | $154,111-75.8% | $135,379-72.4% |
| Participation rate | 13.3% | 87.4%-74.1pp | 83.0%-69.7pp | 82.6%-69.3pp |
| Annual return | -26.25% | 888.17%-914.4pp | 735.18%-761.4pp | 519.79%-546.0pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,855 | $5,806-68.1% | $5,081-63.5% | $5,609-66.9% |
| Admin fee / account holder | $6,286 | $16,145-61.1% | $13,411-53.1% | $10,828-42.0% |