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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 | $24,215 | $167,353-85.5% | $143,797-83.2% | $134,545-82.0% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -18.80% | 0.48%-19.3pp | -0.04%-18.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,344 | $5,620-76.1% | $4,952-72.9% | $4,742-71.7% |
| Participant deferral / active EE | $1,822 | $6,447-71.7% | $5,638-67.7% | $6,401-71.5% |
| Admin fee / account holder | $1,273 | $18,096-93.0% | $14,679-91.3% | $11,431-88.9% |