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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 | $138,114-33.3% | $125,391-26.5% | $134,545-31.5% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -22.83% | 750.88%-773.7pp | 572.41%-595.2pp | 418.37%-441.2pp |
| Employer contribution / active EE | $1,691 | $5,246-67.8% | $4,816-64.9% | $4,742-64.3% |
| Participant deferral / active EE | $1,121 | $7,801-85.6% | $7,448-85.0% | $6,401-82.5% |
| Admin fee / account holder | $2,371 | $11,570-79.5% | $10,009-76.3% | $11,431-79.3% |