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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 | $32,231 | $167,353-80.7% | $143,797-77.6% | $134,545-76.0% |
| Participation rate | 46.7% | 84.8%-38.2pp | 80.3%-33.7pp | 81.2%-34.6pp |
| Annual return | -18.79% | 0.48%-19.3pp | -0.04%-18.7pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,460 | $5,620-74.0% | $4,952-70.5% | $4,742-69.2% |
| Participant deferral / active EE | $1,945 | $6,447-69.8% | $5,638-65.5% | $6,401-69.6% |
| Admin fee / account holder | $2,257 | $18,096-87.5% | $14,679-84.6% | $11,431-80.3% |