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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 | $20,203 | $160,040-87.4% | $147,096-86.3% | $145,877-86.2% |
| Participation rate | 23.1% | 84.0%-60.9pp | 82.2%-59.1pp | 80.3%-57.2pp |
| Annual return | -24.35% | 98.49%-122.8pp | 419.75%-444.1pp | 551.28%-575.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,590 | $8,429-81.1% | $8,071-80.3% | $6,691-76.2% |
| Admin fee / account holder | $7,084 | $15,050-52.9% | $13,005-45.5% | $13,402-47.1% |