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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 | $19,913 | $180,749-89.0% | $160,784-87.6% | $137,256-85.5% |
| Participation rate | 20.0% | 80.0%-60.0pp | 77.0%-57.0pp | 80.0%-60.0pp |
| Annual return | -1.82% | 2234.46%-2236.3pp | 1803.92%-1805.7pp | 220.34%-222.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,079 | $6,844-84.2% | $6,293-82.9% | $6,407-83.2% |
| Admin fee / account holder | $3,115 | $10,397-70.0% | $9,717-67.9% | $12,270-74.6% |