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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 | $115,903 | $167,353-30.7% | $143,797-19.4% | $134,545-13.9% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -14.92% | 0.48%-15.4pp | -0.04%-14.9pp | 418.37%-433.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,155 | $6,447-82.1% | $5,638-79.5% | $6,401-82.0% |
| Admin fee / account holder | $849 | $18,096-95.3% | $14,679-94.2% | $11,431-92.6% |