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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 | $21,934 | $167,353-86.9% | $143,797-84.7% | $134,545-83.7% |
| Participation rate | 56.5% | 84.8%-28.3pp | 80.3%-23.8pp | 81.2%-24.7pp |
| Annual return | -18.95% | 0.48%-19.4pp | -0.04%-18.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $1,220 | $5,620-78.3% | $4,952-75.4% | $4,742-74.3% |
| Participant deferral / active EE | $1,397 | $6,447-78.3% | $5,638-75.2% | $6,401-78.2% |
| Admin fee / account holder | $366 | $18,096-98.0% | $14,679-97.5% | $11,431-96.8% |