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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 | $26,049 | $59,116-55.9% | $86,438-69.9% | $68,486-62.0% |
| Participation rate | 36.7% | 75.2%-38.5pp | 80.3%-43.6pp | 67.9%-31.2pp |
| Annual return | -20.71% | -0.23%-20.5pp | 4397.19%-4417.9pp | -7.85%-12.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,667 | $5,902-71.8% | $6,952-76.0% | $4,028-58.6% |
| Admin fee / account holder | $1,549 | $5,639-72.5% | $6,733-77.0% | $5,404-71.3% |