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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 | $12,938 | $53,546-75.8% | $69,884-81.5% | $68,486-81.1% |
| Participation rate | 24.0% | 64.5%-40.5pp | 70.5%-46.5pp | 67.9%-43.9pp |
| Annual return | -35.39% | -13.87%-21.5pp | 190.81%-226.2pp | -7.85%-27.5pp |
| Employer contribution / active EE | $570 | $2,019-71.8% | $2,560-77.7% | $2,597-78.0% |
| Participant deferral / active EE | $849 | $2,957-71.3% | $3,848-77.9% | $4,028-78.9% |
| Admin fee / account holder | $2,381 | $4,693-49.3% | $6,266-62.0% | $5,404-55.9% |