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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 | $21,373 | $82,674-74.1% | $125,363-83.0% | $68,495-68.8% |
| Participation rate | 37.0% | 75.0%-38.0pp | 82.4%-45.3pp | 67.9%-30.9pp |
| Annual return | -21.93% | -5.97%-16.0pp | 572.15%-594.1pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,053 | $3,382-68.9% | $4,815-78.1% | $2,596-59.4% |
| Participant deferral / active EE | $1,861 | $6,111-69.5% | $7,447-75.0% | $4,028-53.8% |
| Admin fee / account holder | $3,739 | $6,276-40.4% | $10,005-62.6% | $5,403-30.8% |