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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 | $26,175 | $167,352-84.4% | $143,788-81.8% | $134,509-80.5% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -19.82% | 0.47%-20.3pp | -0.03%-19.8pp | 418.13%-438.0pp |
| Employer contribution / active EE | $1,354 | $5,620-75.9% | $4,952-72.7% | $4,741-71.4% |
| Participant deferral / active EE | $1,682 | $6,447-73.9% | $5,638-70.2% | $6,400-73.7% |
| Admin fee / account holder | $362 | $18,091-98.0% | $14,675-97.5% | $11,427-96.8% |