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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 | $35,692 | $129,943-72.5% | $104,303-65.8% | $134,493-73.5% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -15.05% | 42.03%-57.1pp | 24.61%-39.7pp | 418.01%-433.1pp |
| Employer contribution / active EE | $731 | $4,185-82.5% | $3,372-78.3% | $4,740-84.6% |
| Participant deferral / active EE | $731 | $5,588-86.9% | $4,625-84.2% | $6,400-88.6% |
| Admin fee / account holder | $748 | $9,323-92.0% | $7,340-89.8% | $11,425-93.5% |