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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 | $27,174 | $190,916-85.8% | $160,037-83.0% | $134,545-79.8% |
| Participation rate | 41.7% | 82.0%-40.3pp | 78.0%-36.3pp | 81.2%-39.6pp |
| Annual return | -16.81% | 552.79%-569.6pp | 408.95%-425.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $907 | $4,996-81.8% | $4,226-78.5% | $4,742-80.9% |
| Participant deferral / active EE | $1,132 | $6,925-83.7% | $6,184-81.7% | $6,401-82.3% |
| Admin fee / account holder | $2,407 | $10,497-77.1% | $8,716-72.4% | $11,431-78.9% |