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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 | $43,762 | $100,805-56.6% | $86,698-49.5% | $134,532-67.5% |
| Participation rate | 55.0% | 79.0%-24.0pp | 76.6%-21.6pp | 81.2%-26.2pp |
| Annual return | -16.62% | 29.09%-45.7pp | 35.95%-52.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $725 | $5,339-86.4% | $4,656-84.4% | $6,401-88.7% |
| Admin fee / account holder | $6,303 | $10,925-42.3% | $7,493-15.9% | $11,429-44.8% |