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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 | $18,088 | $105,861-82.9% | $90,756-80.1% | $134,509-86.6% |
| Participation rate | 42.1% | 78.2%-36.1pp | 75.7%-33.6pp | 81.2%-39.1pp |
| Annual return | -6.13% | -10.99%+4.9pp | -12.16%+6.0pp | 418.13%-424.3pp |
| Employer contribution / active EE | $1,018 | $3,463-70.6% | $2,922-65.2% | $4,741-78.5% |
| Participant deferral / active EE | $936 | $5,217-82.1% | $4,565-79.5% | $6,400-85.4% |
| Admin fee / account holder | $1,165 | $13,938-91.6% | $8,445-86.2% | $11,427-89.8% |