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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 | $37,773 | $185,312-79.6% | $161,489-76.6% | $154,746-75.6% |
| Participation rate | 9.1% | 82.5%-73.4pp | 78.7%-69.6pp | 80.7%-71.6pp |
| Annual return | -3.27% | 103.84%-107.1pp | 89.72%-93.0pp | 172.34%-175.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,360 | $6,350-78.6% | $5,630-75.8% | $6,730-79.8% |
| Admin fee / account holder | $6,032 | $18,654-67.7% | $16,006-62.3% | $14,365-58.0% |