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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 | $34,277 | $138,102-75.2% | $125,381-72.7% | $134,532-74.5% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -21.70% | 750.73%-772.4pp | 572.31%-594.0pp | 418.27%-440.0pp |
| Employer contribution / active EE | $3,630 | $5,245-30.8% | $4,815-24.6% | $4,741-23.4% |
| Participant deferral / active EE | $1,627 | $7,801-79.1% | $7,448-78.2% | $6,401-74.6% |
| Admin fee / account holder | $3,617 | $11,568-68.7% | $10,007-63.9% | $11,429-68.4% |