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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 | $25,576 | $59,805-57.2% | $79,551-67.8% | $68,498-62.7% |
| Participation rate | 8.3% | 61.1%-52.7pp | 69.5%-61.1pp | 67.9%-59.6pp |
| Annual return | -45.07% | -12.30%-32.8pp | 0.14%-45.2pp | -7.84%-37.2pp |
| Employer contribution / active EE | $359 | $1,505-76.1% | $2,413-85.1% | $2,596-86.2% |
| Participant deferral / active EE | $811 | $3,024-73.2% | $3,985-79.6% | $4,027-79.9% |
| Admin fee / account holder | $5,956 | $4,835+23.2% | $6,833-12.8% | $5,403+10.2% |