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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 | $30,458 | $133,981-77.3% | $112,249-72.9% | $134,532-77.4% |
| Participation rate | 64.3% | 78.6%-14.3pp | 75.1%-10.8pp | 81.2%-16.9pp |
| Annual return | -16.93% | 47.16%-64.1pp | 27.48%-44.4pp | 418.27%-435.2pp |
| Employer contribution / active EE | $5,757 | $4,040+42.5% | $3,636+58.3% | $4,741+21.4% |
| Participant deferral / active EE | $343 | $5,292-93.5% | $4,729-92.7% | $6,401-94.6% |
| Admin fee / account holder | $4,139 | $7,492-44.8% | $6,412-35.5% | $11,429-63.8% |