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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 | $63,138 | $85,790-26.4% | $67,313-6.2% | $135,380-53.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -7.04% | -0.54%-6.5pp | -4.08%-3.0pp | 519.81%-526.8pp |
| Employer contribution / active EE | $485 | $3,487-86.1% | $2,566-81.1% | $4,779-89.9% |
| Participant deferral / active EE | $888 | $4,651-80.9% | $3,568-75.1% | $5,609-84.2% |
| Admin fee / account holder | $399 | $6,392-93.8% | $4,507-91.2% | $10,828-96.3% |