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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 | $24,236 | $75,183-67.8% | $123,894-80.4% | $55,167-56.1% |
| Participation rate | 2.1% | 72.8%-70.8pp | 81.4%-79.3pp | 69.0%-66.9pp |
| Annual return | -11.56% | 19.01%-30.6pp | 47.52%-59.1pp | 169.23%-180.8pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $211 | $5,084-95.9% | $5,984-96.5% | $3,054-93.1% |
| Admin fee / account holder | $3,661 | $663+452.6% | $8,357-56.2% | $504+626.6% |