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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 | $29,024 | $134,001-78.3% | $112,258-74.1% | $134,509-78.4% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -21.36% | 47.15%-68.5pp | 27.47%-48.8pp | 418.13%-439.5pp |
| Employer contribution / active EE | $1,124 | $4,039-72.2% | $3,636-69.1% | $4,741-76.3% |
| Participant deferral / active EE | $860 | $5,291-83.7% | $4,728-81.8% | $6,400-86.6% |
| Admin fee / account holder | $1,365 | $7,491-81.8% | $6,411-78.7% | $11,427-88.1% |