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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 | $44,555 | $68,996-35.4% | $159,991-72.2% | $68,495-35.0% |
| Participation rate | 23.7% | 65.4%-41.7pp | 78.0%-54.3pp | 67.9%-44.2pp |
| Annual return | -22.75% | -9.65%-13.1pp | 408.82%-431.6pp | -7.84%-14.9pp |
| Employer contribution / active EE | $522 | $2,212-76.4% | $4,225-87.6% | $2,596-79.9% |
| Participant deferral / active EE | $1,272 | $4,211-69.8% | $6,183-79.4% | $4,028-68.4% |
| Admin fee / account holder | $963 | $4,797-79.9% | $8,715-89.0% | $5,403-82.2% |