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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 | $24,827 | $100,811-75.4% | $86,698-71.4% | $134,545-81.5% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -17.48% | 29.11%-46.6pp | 35.96%-53.4pp | 418.37%-435.9pp |
| Employer contribution / active EE | $884 | $3,490-74.7% | $2,837-68.8% | $4,742-81.4% |
| Participant deferral / active EE | $1,040 | $5,339-80.5% | $4,656-77.7% | $6,401-83.8% |
| Admin fee / account holder | $884 | $10,926-91.9% | $7,492-88.2% | $11,431-92.3% |