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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 | $20,273 | $75,962-73.3% | $154,111-86.8% | $64,173-68.4% |
| Participation rate | 59.4% | 70.4%-11.0pp | 83.0%-23.7pp | 69.6%-10.2pp |
| Annual return | -6.17% | 30.32%-36.5pp | 735.18%-741.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $672 | $3,350-79.9% | $5,298-87.3% | $2,381-71.8% |
| Participant deferral / active EE | $867 | $3,175-72.7% | $5,081-82.9% | $3,470-75.0% |
| Admin fee / account holder | $1,877 | $5,589-66.4% | $13,411-86.0% | $4,887-61.6% |