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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 | $10,074 | $54,357-81.5% | $82,706-87.8% | $68,495-85.3% |
| Participation rate | 7.7% | 63.9%-56.2pp | 72.6%-64.9pp | 67.9%-60.2pp |
| Annual return | -52.78% | -13.67%-39.1pp | 701.76%-754.5pp | -7.84%-44.9pp |
| Employer contribution / active EE | $311 | $2,218-86.0% | $3,007-89.7% | $2,596-88.0% |
| Participant deferral / active EE | $858 | $3,246-73.6% | $4,394-80.5% | $4,028-78.7% |
| Admin fee / account holder | $9,290 | $4,396+111.3% | $5,329+74.3% | $5,403+71.9% |