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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 | $92,116 | $138,068-33.3% | $125,358-26.5% | $134,493-31.5% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -22.83% | 750.30%-773.1pp | 572.03%-594.9pp | 418.01%-440.8pp |
| Employer contribution / active EE | $1,691 | $5,244-67.8% | $4,814-64.9% | $4,740-64.3% |
| Participant deferral / active EE | $1,121 | $7,799-85.6% | $7,447-84.9% | $6,400-82.5% |
| Admin fee / account holder | $2,371 | $11,568-79.5% | $10,007-76.3% | $11,425-79.2% |