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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 | $67,084 | $91,536-26.7% | $130,062-48.4% | $75,177-10.8% |
| Participation rate | 32.0% | 71.5%-39.5pp | 78.5%-46.5pp | 67.2%-35.2pp |
| Annual return | 6.44% | -631.62%+638.1pp | -137.37%+143.8pp | 160.75%-154.3pp |
| Employer contribution / active EE | $778 | $2,845-72.7% | $4,322-82.0% | $2,671-70.9% |
| Participant deferral / active EE | $841 | $4,343-80.6% | $5,821-85.6% | $4,126-79.6% |
| Admin fee / account holder | $2,759 | $6,780-59.3% | $10,601-74.0% | $5,651-51.2% |