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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 | $69,402 | $127,386-45.5% | $115,037-39.7% | $125,388-44.7% |
| Participation rate | 30.0% | 84.2%-54.2pp | 81.4%-51.4pp | 83.2%-53.2pp |
| Annual return | -2.59% | 31.28%-33.9pp | 26.14%-28.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,559 | $6,423-75.7% | $6,026-74.1% | $5,352-70.9% |
| Admin fee / account holder | $1,101 | $9,516-88.4% | $8,175-86.5% | $9,541-88.5% |