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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 | $31,804 | $72,177-55.9% | $115,037-72.4% | $59,633-46.7% |
| Participation rate | 2.1% | 72.6%-70.4pp | 81.4%-79.2pp | 68.7%-66.5pp |
| Annual return | -39.78% | 12.02%-51.8pp | 26.14%-65.9pp | 2041.40%-2081.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $383 | $4,783-92.0% | $6,026-93.6% | $3,192-88.0% |
| Admin fee / account holder | $7,431 | $4,927+50.8% | $8,175-9.1% | $4,297+72.9% |