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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 | $98,312 | $105,867-7.1% | $90,760+8.3% | $134,532-26.9% |
| Participation rate | 63.6% | 78.3%-14.6pp | 75.7%-12.1pp | 81.2%-17.6pp |
| Annual return | -26.55% | -10.99%-15.6pp | -12.16%-14.4pp | 418.27%-444.8pp |
| Employer contribution / active EE | $1,012 | $3,464-70.8% | $2,922-65.4% | $4,741-78.7% |
| Participant deferral / active EE | $1,357 | $5,217-74.0% | $4,565-70.3% | $6,401-78.8% |
| Admin fee / account holder | $1,315 | $13,936-90.6% | $8,444-84.4% | $11,429-88.5% |