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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 | $41,503 | $44,850-7.5% | $60,547-31.5% | $59,633-30.4% |
| Participation rate | 15.7% | 59.5%-43.7pp | 68.0%-52.2pp | 68.7%-52.9pp |
| Annual return | -3.57% | 1074.14%-1077.7pp | 335.64%-339.2pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $324 | $1,462-77.8% | $2,419-86.6% | $2,203-85.3% |
| Participant deferral / active EE | $698 | $2,230-68.7% | $3,328-79.0% | $3,192-78.1% |
| Admin fee / account holder | $1,671 | $3,635-54.0% | $4,536-63.2% | $4,297-61.1% |