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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 | $111,963 | $42,396+164.1% | $67,313+66.3% | $56,287+98.9% |
| Participation rate | 12.0% | 61.0%-48.9pp | 69.1%-57.0pp | 69.9%-57.8pp |
| Annual return | -7.44% | -36.63%+29.2pp | -4.08%-3.4pp | -9.96%+2.5pp |
| Employer contribution / active EE | $282 | $1,414-80.1% | $2,566-89.0% | $2,111-86.6% |
| Participant deferral / active EE | $739 | $2,360-68.7% | $3,568-79.3% | $3,350-77.9% |
| Admin fee / account holder | $538 | $510+5.7% | $4,507-88.1% | $521+3.4% |