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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 | $68,728 | $82,678-16.9% | $125,391-45.2% | $68,490+0.3% |
| Participation rate | 31.4% | 75.1%-43.6pp | 82.4%-51.0pp | 67.9%-36.5pp |
| Annual return | -13.80% | -5.97%-7.8pp | 572.41%-586.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,043 | $3,382-69.2% | $4,816-78.3% | $2,597-59.8% |
| Participant deferral / active EE | $1,750 | $6,111-71.4% | $7,448-76.5% | $4,028-56.5% |
| Admin fee / account holder | $4,858 | $6,277-22.6% | $10,009-51.5% | $5,403-10.1% |