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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 | $144,647 | $167,504-13.6% | $151,628-4.6% | $134,509+7.5% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -6.87% | 7.81%-14.7pp | 3.34%-10.2pp | 418.13%-425.0pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,560 | $8,985-82.6% | $8,363-81.3% | $6,400-75.6% |
| Admin fee / account holder | $2,013 | $13,779-85.4% | $11,613-82.7% | $11,427-82.4% |