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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 | $50,495 | $42,546+18.7% | $71,796-29.7% | $55,167-8.5% |
| Participation rate | 21.1% | 59.1%-38.1pp | 69.1%-48.1pp | 69.0%-47.9pp |
| Annual return | -4.70% | 12.36%-17.1pp | 78.04%-82.7pp | 169.23%-173.9pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $778 | $2,064-62.3% | $2,794-72.1% | $3,054-74.5% |
| Admin fee / account holder | $5,696 | $650+776.8% | $4,815+18.3% | $504+1030.4% |