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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 | $57,060 | $167,362-65.9% | $143,799-60.3% | $134,532-57.6% |
| Participation rate | 36.4% | 84.8%-48.5pp | 80.3%-44.0pp | 81.2%-44.9pp |
| Annual return | -19.28% | 0.47%-19.8pp | -0.04%-19.2pp | 418.27%-437.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $30 | $6,447-99.5% | $5,638-99.5% | $6,401-99.5% |
| Admin fee / account holder | $1,555 | $18,094-91.4% | $14,677-89.4% | $11,429-86.4% |