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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 | $54,925 | $91,537-40.0% | $130,045-57.8% | $75,173-26.9% |
| Participation rate | 58.9% | 71.5%-12.5pp | 78.5%-19.6pp | 67.2%-8.3pp |
| Annual return | 11.91% | -631.55%+643.5pp | -137.30%+149.2pp | 160.72%-148.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,511 | $4,343-65.2% | $5,820-74.0% | $4,126-63.4% |
| Admin fee / account holder | $4,569 | $6,780-32.6% | $10,600-56.9% | $5,651-19.1% |