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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 | $24,714 | $183,539-86.5% | $155,556-84.1% | $145,897-83.1% |
| Participation rate | 13.6% | 82.7%-69.1pp | 78.2%-64.6pp | 80.3%-66.7pp |
| Annual return | 1.34% | 61.31%-60.0pp | 64.84%-63.5pp | 552.29%-551.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $380 | $6,467-94.1% | $5,631-93.3% | $6,689-94.3% |
| Admin fee / account holder | $2,612 | $19,275-86.4% | $15,885-83.6% | $13,390-80.5% |