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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 | $57,010 | $209,422-72.8% | $178,503-68.1% | $158,982-64.1% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | -0.45% | 188.81%-189.3pp | 151.12%-151.6pp | 302.99%-303.4pp |
| Employer contribution / active EE | $2,048 | $5,707-64.1% | $5,011-59.1% | $4,763-57.0% |
| Participant deferral / active EE | $1,725 | $5,955-71.0% | $5,202-66.8% | $5,983-71.2% |
| Admin fee / account holder | $724 | $17,079-95.8% | $13,987-94.8% | $11,252-93.6% |