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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 | $60,827 | $45,566+33.5% | $64,105-5.1% | $59,633+2.0% |
| Participation rate | 60.0% | 60.2%-0.2pp | 68.2%-8.2pp | 68.7%-8.7pp |
| Annual return | -0.42% | 4.95%-5.4pp | 791.24%-791.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $638 | $934-31.7% | $1,820-65.0% | $2,203-71.1% |
| Participant deferral / active EE | $788 | $2,057-61.7% | $2,822-72.1% | $3,192-75.3% |
| Admin fee / account holder | $17,459 | $3,268+434.3% | $4,499+288.0% | $4,297+306.3% |