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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 | $28,929 | $166,020-82.6% | $164,866-82.5% | $145,959-80.2% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.6%-64.3pp | 80.3%-66.0pp |
| Annual return | -6.62% | 100.08%-106.7pp | 69.97%-76.6pp | 561.95%-568.6pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,881 | $6,961-73.0% | $6,033-68.8% | $6,689-71.9% |
| Admin fee / account holder | $4,426 | $16,644-73.4% | $12,689-65.1% | $13,398-67.0% |