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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 | $67,525 | $71,878-6.1% | $86,698-22.1% | $68,486-1.4% |
| Participation rate | 30.4% | 72.2%-41.9pp | 76.6%-46.2pp | 67.9%-37.5pp |
| Annual return | -19.94% | 3.53%-23.5pp | 35.95%-55.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,666 | $3,779-55.9% | $4,656-64.2% | $4,028-58.6% |
| Admin fee / account holder | $13,251 | $6,113+116.8% | $7,493+76.9% | $5,404+145.2% |