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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 | $49,079 | $81,870-40.1% | $119,608-59.0% | $68,495-28.3% |
| Participation rate | 13.4% | 71.9%-58.5pp | 79.3%-65.8pp | 67.9%-54.5pp |
| Annual return | -19.68% | -23.82%+4.1pp | -14.98%-4.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $815 | $2,692-69.7% | $4,232-80.7% | $2,596-68.6% |
| Participant deferral / active EE | $1,469 | $4,148-64.6% | $5,601-73.8% | $4,028-63.5% |
| Admin fee / account holder | $7,202 | $6,583+9.4% | $10,326-30.2% | $5,403+33.3% |