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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 | $62,672 | $103,038-39.2% | $90,324-30.6% | $152,909-59.0% |
| Participation rate | 58.8% | 75.9%-17.1pp | 73.3%-14.5pp | 82.5%-23.6pp |
| Annual return | 0.40% | 95.25%-94.8pp | 78.15%-77.7pp | 345.46%-345.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $649 | $4,282-84.8% | $3,885-83.3% | $5,851-88.9% |
| Admin fee / account holder | $5,353 | $6,177-13.3% | $5,356-0.1% | $11,601-53.9% |