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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 | $37,114 | $72,404-48.7% | $110,243-66.3% | $64,173-42.2% |
| Participation rate | 56.3% | 73.3%-17.1pp | 79.8%-23.6pp | 69.6%-13.3pp |
| Annual return | -8.10% | -6.29%-1.8pp | 314.76%-322.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $617 | $2,282-73.0% | $3,827-83.9% | $2,381-74.1% |
| Participant deferral / active EE | $1,556 | $3,469-55.2% | $4,672-66.7% | $3,470-55.2% |
| Admin fee / account holder | $309 | $5,664-94.5% | $8,548-96.4% | $4,887-93.7% |