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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 | $31,931 | $46,745-31.7% | $60,547-47.3% | $52,331-39.0% |
| Participation rate | 6.3% | 58.6%-52.3pp | 68.0%-61.7pp | 68.1%-61.8pp |
| Annual return | -3.19% | 0.61%-3.8pp | 335.64%-338.8pp | 4.54%-7.7pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $200 | $2,145-90.7% | $3,328-94.0% | $3,022-93.4% |
| Admin fee / account holder | $765 | $537+42.5% | $4,536-83.1% | $592+29.3% |