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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 | $72,996 | $91,525-20.2% | $130,026-43.9% | $75,181-2.9% |
| Participation rate | 36.9% | 71.4%-34.5pp | 78.5%-41.6pp | 67.2%-30.3pp |
| Annual return | 9.95% | -631.40%+641.3pp | -137.26%+147.2pp | 160.69%-150.7pp |
| Employer contribution / active EE | $821 | $2,844-71.1% | $4,321-81.0% | $2,671-69.3% |
| Participant deferral / active EE | $1,770 | $4,342-59.2% | $5,821-69.6% | $4,126-57.1% |
| Admin fee / account holder | $35,515 | $6,778+423.9% | $10,608+234.8% | $5,650+528.6% |