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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 | $26,888 | $64,719-58.5% | $112,249-76.0% | $68,486-60.7% |
| Participation rate | 23.8% | 67.2%-43.4pp | 75.1%-51.3pp | 67.9%-44.1pp |
| Annual return | -21.61% | -11.40%-10.2pp | 27.48%-49.1pp | -7.85%-13.8pp |
| Employer contribution / active EE | $866 | $2,747-68.5% | $3,636-76.2% | $2,597-66.7% |
| Participant deferral / active EE | $1,371 | $3,565-61.5% | $4,729-71.0% | $4,028-66.0% |
| Admin fee / account holder | $2,664 | $5,232-49.1% | $6,412-58.5% | $5,404-50.7% |