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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 | $25,363 | $167,362-84.8% | $143,799-82.4% | $134,532-81.1% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -12.42% | 0.47%-12.9pp | -0.04%-12.4pp | 418.27%-430.7pp |
| Employer contribution / active EE | $1,235 | $5,620-78.0% | $4,952-75.1% | $4,741-73.9% |
| Participant deferral / active EE | $1,645 | $6,447-74.5% | $5,638-70.8% | $6,401-74.3% |
| Admin fee / account holder | $3,551 | $18,094-80.4% | $14,677-75.8% | $11,429-68.9% |