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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 | $12,650 | $133,981-90.6% | $112,249-88.7% | $134,532-90.6% |
| Participation rate | 38.1% | 78.6%-40.5pp | 75.1%-37.0pp | 81.2%-43.1pp |
| Annual return | -38.10% | 47.16%-85.3pp | 27.48%-65.6pp | 418.27%-456.4pp |
| Employer contribution / active EE | $11,002 | $4,040+172.3% | $3,636+202.6% | $4,741+132.1% |
| Participant deferral / active EE | $667 | $5,292-87.4% | $4,729-85.9% | $6,401-89.6% |
| Admin fee / account holder | $8,317 | $7,492+11.0% | $6,412+29.7% | $11,429-27.2% |