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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 | $20,741 | $138,102-85.0% | $125,381-83.5% | $134,532-84.6% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -23.90% | 750.73%-774.6pp | 572.31%-596.2pp | 418.27%-442.2pp |
| Employer contribution / active EE | $1,381 | $5,245-73.7% | $4,815-71.3% | $4,741-70.9% |
| Participant deferral / active EE | $2,268 | $7,801-70.9% | $7,448-69.5% | $6,401-64.6% |
| Admin fee / account holder | $1,232 | $11,568-89.3% | $10,007-87.7% | $11,429-89.2% |