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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 | $7,761 | $93,117-91.7% | $77,096-89.9% | $134,532-94.2% |
| Participation rate | 26.3% | 74.5%-48.2pp | 67.9%-41.6pp | 81.2%-54.9pp |
| Annual return | -26.29% | 62.67%-89.0pp | 42.35%-68.6pp | 418.27%-444.6pp |
| Employer contribution / active EE | $543 | $3,420-84.1% | $2,814-80.7% | $4,741-88.6% |
| Participant deferral / active EE | $950 | $5,241-81.9% | $4,429-78.5% | $6,401-85.2% |
| Admin fee / account holder | $1,302 | $6,948-81.3% | $5,428-76.0% | $11,429-88.6% |