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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 | $26,680 | $82,674-67.7% | $125,381-78.7% | $68,486-61.0% |
| Participation rate | 53.1% | 75.1%-21.9pp | 82.4%-29.3pp | 67.9%-14.8pp |
| Annual return | -23.62% | -5.97%-17.7pp | 572.31%-595.9pp | -7.85%-15.8pp |
| Employer contribution / active EE | $907 | $3,382-73.2% | $4,815-81.2% | $2,597-65.1% |
| Participant deferral / active EE | $1,734 | $6,111-71.6% | $7,448-76.7% | $4,028-57.0% |
| Admin fee / account holder | $405 | $6,277-93.6% | $10,007-96.0% | $5,404-92.5% |