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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 | $7,452 | $25,014-70.2% | $69,611-89.3% | $80,925-90.8% |
| Participation rate | 17.1% | 64.2%-47.1pp | 66.4%-49.4pp | 67.7%-50.6pp |
| Annual return | -48.93% | 19.08%-68.0pp | 101.14%-150.1pp | 35.65%-84.6pp |
| Employer contribution / active EE | $357 | $991-64.0% | $1,709-79.1% | $2,756-87.1% |
| Participant deferral / active EE | $534 | $1,840-71.0% | $2,891-81.5% | $4,299-87.6% |
| Admin fee / account holder | $1,158 | $2,491-53.5% | $4,696-75.3% | $6,940-83.3% |