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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 | $152,376 | $167,352-8.9% | $143,788+6.0% | $134,509+13.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -13.51% | 0.47%-14.0pp | -0.03%-13.5pp | 418.13%-431.6pp |
| Employer contribution / active EE | $1,668 | $5,620-70.3% | $4,952-66.3% | $4,741-64.8% |
| Participant deferral / active EE | $2,085 | $6,447-67.7% | $5,638-63.0% | $6,400-67.4% |
| Admin fee / account holder | $1,339 | $18,091-92.6% | $14,675-90.9% | $11,427-88.3% |