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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 | $135,501 | $90,519+49.7% | $93,789+44.5% | $134,493+0.7% |
| Participation rate | 40.0% | 82.0%-42.0pp | 81.0%-41.0pp | 81.2%-41.2pp |
| Annual return | -15.30% | -15.72%+0.4pp | -11.33%-4.0pp | 418.01%-433.3pp |
| Employer contribution / active EE | $0 | $4,343-100.0% | $4,323-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $759 | $5,978-87.3% | $6,094-87.5% | $6,400-88.1% |
| Admin fee / account holder | $13,354 | $9,252+44.3% | $7,195+85.6% | $11,425+16.9% |