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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 | $75,123 | $125,237-40.0% | $105,608-28.9% | $145,877-48.5% |
| Participation rate | 28.6% | 77.7%-49.1pp | 75.3%-46.7pp | 80.3%-51.7pp |
| Annual return | 2.67% | 225.76%-223.1pp | 116.50%-113.8pp | 551.28%-548.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $887 | $5,711-84.5% | $5,010-82.3% | $6,691-86.7% |
| Admin fee / account holder | $16,997 | $17,287-1.7% | $11,028+54.1% | $13,402+26.8% |