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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 | $87,211 | $167,522-47.9% | $151,639-42.5% | $134,532-35.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -21.05% | 7.81%-28.9pp | 3.34%-24.4pp | 418.27%-439.3pp |
| Employer contribution / active EE | $1,943 | $6,828-71.5% | $6,165-68.5% | $4,741-59.0% |
| Participant deferral / active EE | $1,787 | $8,986-80.1% | $8,363-78.6% | $6,401-72.1% |
| Admin fee / account holder | $15,670 | $13,780+13.7% | $11,613+34.9% | $11,429+37.1% |