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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 | $25,236 | $77,638-67.5% | $156,551-83.9% | $62,881-59.9% |
| Participation rate | 63.9% | 71.2%-7.3pp | 84.0%-20.1pp | 69.3%-5.4pp |
| Annual return | -1.52% | 50.33%-51.8pp | 32.23%-33.7pp | 20.14%-21.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $740 | $3,046-75.7% | $4,871-84.8% | $3,203-76.9% |
| Admin fee / account holder | $391 | $5,561-93.0% | $13,028-97.0% | $4,296-90.9% |