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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 | $20,903 | $167,362-87.5% | $143,799-85.5% | $134,532-84.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -16.38% | 0.47%-16.9pp | -0.04%-16.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $10,736 | $5,620+91.0% | $4,952+116.8% | $4,741+126.4% |
| Participant deferral / active EE | $1,096 | $6,447-83.0% | $5,638-80.6% | $6,401-82.9% |
| Admin fee / account holder | $514 | $18,094-97.2% | $14,677-96.5% | $11,429-95.5% |