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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 | $64,798 | $85,790-24.5% | $67,313-3.7% | $135,379-52.1% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -7.93% | -0.54%-7.4pp | -4.08%-3.8pp | 519.79%-527.7pp |
| Employer contribution / active EE | $484 | $3,487-86.1% | $2,566-81.1% | $4,779-89.9% |
| Participant deferral / active EE | $757 | $4,651-83.7% | $3,568-78.8% | $5,609-86.5% |
| Admin fee / account holder | $8,307 | $6,392+30.0% | $4,507+84.3% | $10,828-23.3% |