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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 | $60,082 | $127,387-52.8% | $115,038-47.8% | $125,389-52.1% |
| Participation rate | 38.5% | 84.2%-45.7pp | 81.4%-42.9pp | 83.2%-44.7pp |
| Annual return | -3.05% | 31.28%-34.3pp | 26.14%-29.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,118 | $6,423-82.6% | $6,026-81.4% | $5,352-79.1% |
| Admin fee / account holder | $819 | $9,516-91.4% | $8,175-90.0% | $9,541-91.4% |