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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 | $73,103 | $72,404+1.0% | $110,243-33.7% | $64,173+13.9% |
| Participation rate | 31.0% | 73.3%-42.3pp | 79.8%-48.8pp | 69.6%-38.5pp |
| Annual return | -9.71% | -6.29%-3.4pp | 314.76%-324.5pp | 7.63%-17.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,369 | $3,469-60.5% | $4,672-70.7% | $3,470-60.5% |
| Admin fee / account holder | $948 | $5,664-83.3% | $8,548-88.9% | $4,887-80.6% |