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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 | $23,141 | $100,279-76.9% | $81,353-71.6% | $145,884-84.1% |
| Participation rate | 4.2% | 74.3%-70.1pp | 69.5%-65.4pp | 80.3%-76.1pp |
| Annual return | -26.34% | 34.49%-60.8pp | 24.82%-51.2pp | 551.85%-578.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $558 | $4,611-87.9% | $3,885-85.6% | $6,690-91.7% |
| Admin fee / account holder | $5,738 | $8,206-30.1% | $5,766-0.5% | $13,392-57.2% |