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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 | $3,385 | $51,638-93.4% | $68,368-95.0% | $82,448-95.9% |
| Participation rate | 51.6% | 63.6%-12.0pp | 73.8%-22.1pp | 68.1%-16.5pp |
| Annual return | -5.17% | 37.53%-42.7pp | 292.57%-297.7pp | 41.64%-46.8pp |
| Employer contribution / active EE | $269 | $2,047-86.8% | $2,649-89.8% | $2,551-89.4% |
| Participant deferral / active EE | $363 | $2,914-87.5% | $4,123-91.2% | $4,139-91.2% |
| Admin fee / account holder | $1,230 | $4,643-73.5% | $5,150-76.1% | $7,234-83.0% |