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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 | $19,515 | $78,694-75.2% | $67,652-71.2% | $125,389-84.4% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -7.23% | 9.46%-16.7pp | 6625.40%-6632.6pp | 282.24%-289.5pp |
| Employer contribution / active EE | $685 | $3,044-77.5% | $2,266-69.8% | $4,866-85.9% |
| Participant deferral / active EE | $820 | $4,292-80.9% | $3,560-77.0% | $5,352-84.7% |
| Admin fee / account holder | $562 | $7,403-92.4% | $4,821-88.3% | $9,541-94.1% |