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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 | $141,332 | $113,941+24.0% | $94,229+50.0% | $125,389+12.7% |
| Participation rate | 56.3% | 82.9%-26.6pp | 78.8%-22.5pp | 83.2%-26.9pp |
| Annual return | -1.88% | 5.29%-7.2pp | 10.68%-12.6pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,133 | $4,727-76.0% | $3,587-68.4% | $4,866-76.7% |
| Participant deferral / active EE | $324 | $5,179-93.7% | $4,320-92.5% | $5,352-93.9% |
| Admin fee / account holder | $2,785 | $8,392-66.8% | $6,269-55.6% | $9,541-70.8% |