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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 | $44,794 | $167,352-73.2% | $143,788-68.8% | $134,509-66.7% |
| Participation rate | 52.2% | 84.8%-32.6pp | 80.3%-28.1pp | 81.2%-29.1pp |
| Annual return | -16.12% | 0.47%-16.6pp | -0.03%-16.1pp | 418.13%-434.3pp |
| Employer contribution / active EE | $1,451 | $5,620-74.2% | $4,952-70.7% | $4,741-69.4% |
| Participant deferral / active EE | $1,609 | $6,447-75.0% | $5,638-71.5% | $6,400-74.9% |
| Admin fee / account holder | $642 | $18,091-96.5% | $14,675-95.6% | $11,427-94.4% |