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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 | $18,036 | $75,935-76.2% | $60,547-70.2% | $125,388-85.6% |
| Participation rate | 40.0% | 76.5%-36.5pp | 68.0%-28.0pp | 83.2%-43.2pp |
| Annual return | -5.76% | -5.38%-0.4pp | 335.64%-341.4pp | 282.24%-288.0pp |
| Employer contribution / active EE | $618 | $3,438-82.0% | $2,419-74.5% | $4,866-87.3% |
| Participant deferral / active EE | $902 | $4,506-80.0% | $3,328-72.9% | $5,352-83.2% |
| Admin fee / account holder | $1,381 | $6,768-79.6% | $4,536-69.5% | $9,541-85.5% |