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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 | $41,816 | $211,946-80.3% | $169,452-75.3% | $135,380-69.1% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -6.14% | 3.26%-9.4pp | 1.83%-8.0pp | 519.81%-525.9pp |
| Employer contribution / active EE | $492 | $5,117-90.4% | $4,157-88.2% | $4,779-89.7% |
| Participant deferral / active EE | $942 | $6,075-84.5% | $5,277-82.2% | $5,609-83.2% |
| Admin fee / account holder | $3,169 | $11,472-72.4% | $9,110-65.2% | $10,828-70.7% |