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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 | $54,879 | $127,096-56.8% | $105,736-48.1% | $135,380-59.5% |
| Participation rate | 68.8% | 82.7%-14.0pp | 76.3%-7.6pp | 82.6%-13.9pp |
| Annual return | -6.42% | 4.49%-10.9pp | 6.27%-12.7pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,060 | $4,107-74.2% | $3,268-67.6% | $4,779-77.8% |
| Participant deferral / active EE | $1,060 | $5,064-79.1% | $4,080-74.0% | $5,609-81.1% |
| Admin fee / account holder | $1,445 | $9,087-84.1% | $6,913-79.1% | $10,828-86.7% |