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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 | $57,624 | $167,362-65.6% | $143,799-59.9% | $134,532-57.2% |
| Participation rate | 58.8% | 84.8%-26.0pp | 80.3%-21.5pp | 81.2%-22.4pp |
| Annual return | -16.90% | 0.47%-17.4pp | -0.04%-16.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $3,662 | $5,620-34.8% | $4,952-26.1% | $4,741-22.8% |
| Participant deferral / active EE | $909 | $6,447-85.9% | $5,638-83.9% | $6,401-85.8% |
| Admin fee / account holder | $426 | $18,094-97.6% | $14,677-97.1% | $11,429-96.3% |