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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.)
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 | $93,160 | $140,592-33.7% | $123,105-24.3% | $125,389-25.7% |
| Participation rate | 31.3% | 88.2%-56.9pp | 86.8%-55.5pp | 83.2%-51.9pp |
| Annual return | -1.19% | 16.80%-18.0pp | 13.22%-14.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,241 | $6,041-79.5% | $5,151-75.9% | $4,866-74.5% |
| Participant deferral / active EE | $2,023 | $6,980-71.0% | $6,229-67.5% | $5,352-62.2% |
| Admin fee / account holder | $6,558 | $11,198-41.4% | $9,014-27.2% | $9,541-31.3% |