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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 | $99,321 | $46,697+112.7% | $117,533-15.5% | $68,486+45.0% |
| Participation rate | 16.0% | 56.8%-40.8pp | 70.6%-54.6pp | 67.9%-51.9pp |
| Annual return | -16.09% | -14.52%-1.6pp | 29.77%-45.9pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $785 | $2,637-70.2% | $4,072-80.7% | $4,028-80.5% |
| Admin fee / account holder | $51,131 | $4,023+1171.1% | $5,647+805.5% | $5,404+846.2% |