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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 | $162,908 | $167,362-2.7% | $143,799+13.3% | $134,532+21.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -13.62% | 0.47%-14.1pp | -0.04%-13.6pp | 418.27%-431.9pp |
| Employer contribution / active EE | $1,167 | $5,620-79.2% | $4,952-76.4% | $4,741-75.4% |
| Participant deferral / active EE | $833 | $6,447-87.1% | $5,638-85.2% | $6,401-87.0% |
| Admin fee / account holder | $1,186 | $18,094-93.4% | $14,677-91.9% | $11,429-89.6% |