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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 | $45,249 | $167,504-73.0% | $151,628-70.2% | $134,509-66.4% |
| Participation rate | 23.8% | 88.4%-64.6pp | 87.5%-63.7pp | 81.2%-57.4pp |
| Annual return | -20.18% | 7.81%-28.0pp | 3.34%-23.5pp | 418.13%-438.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,206 | $8,985-64.3% | $8,363-61.7% | $6,400-49.9% |
| Admin fee / account holder | $1,398 | $13,779-89.9% | $11,613-88.0% | $11,427-87.8% |