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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 | $24,668 | $99,668-75.2% | $86,451-71.5% | $134,545-81.7% |
| Participation rate | 44.4% | 82.1%-37.6pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -20.99% | 6789.61%-6810.6pp | 4398.51%-4419.5pp | 418.37%-439.4pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,178 | $7,249-70.0% | $6,953-68.7% | $6,401-66.0% |
| Admin fee / account holder | $806 | $8,377-90.4% | $6,734-88.0% | $11,431-93.0% |