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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 | $71,049 | $82,678-14.1% | $125,391-43.3% | $68,490+3.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -19.51% | -5.97%-13.5pp | 572.41%-591.9pp | -7.85%-11.7pp |
| Employer contribution / active EE | $801 | $3,382-76.3% | $4,816-83.4% | $2,597-69.1% |
| Participant deferral / active EE | $1,292 | $6,111-78.9% | $7,448-82.7% | $4,028-67.9% |
| Admin fee / account holder | $760 | $6,277-87.9% | $10,009-92.4% | $5,403-85.9% |