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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 | $70,051 | $160,070-56.2% | $147,117-52.4% | $145,897-52.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | -2.56% | 98.69%-101.2pp | 420.54%-423.1pp | 552.29%-554.9pp |
| Employer contribution / active EE | $1,036 | $5,285-80.4% | $4,932-79.0% | $4,663-77.8% |
| Participant deferral / active EE | $2,286 | $8,419-72.8% | $8,065-71.7% | $6,689-65.8% |
| Admin fee / account holder | $9,215 | $15,035-38.7% | $12,993-29.1% | $13,390-31.2% |