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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 | $62,262 | $91,537-32.0% | $130,045-52.1% | $75,173-17.2% |
| Participation rate | 40.6% | 71.5%-30.9pp | 78.5%-37.9pp | 67.2%-26.6pp |
| Annual return | -5.09% | -631.55%+626.5pp | -137.30%+132.2pp | 160.72%-165.8pp |
| Employer contribution / active EE | $1,139 | $2,845-60.0% | $4,321-73.7% | $2,671-57.4% |
| Participant deferral / active EE | $1,852 | $4,343-57.3% | $5,820-68.2% | $4,126-55.1% |
| Admin fee / account holder | $20,909 | $6,780+208.4% | $10,600+97.2% | $5,651+270.0% |