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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 | $27,496 | $111,830-75.4% | $93,696-70.7% | $145,884-81.2% |
| Participation rate | 57.9% | 74.2%-16.3pp | 68.7%-10.8pp | 80.3%-22.4pp |
| Annual return | -43.85% | 204.08%-247.9pp | 133.74%-177.6pp | 551.85%-595.7pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $831 | $4,920-83.1% | $4,417-81.2% | $6,690-87.6% |
| Admin fee / account holder | $333 | $10,249-96.8% | $8,287-96.0% | $13,392-97.5% |