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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 | $162,914 | $183,539-11.2% | $155,556+4.7% | $145,897+11.7% |
| Participation rate | 47.4% | 82.7%-35.3pp | 78.2%-30.9pp | 80.3%-32.9pp |
| Annual return | -11.94% | 61.31%-73.2pp | 64.84%-76.8pp | 552.29%-564.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,122 | $6,467-82.7% | $5,631-80.1% | $6,689-83.2% |
| Admin fee / account holder | $464 | $19,275-97.6% | $15,885-97.1% | $13,390-96.5% |