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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 | $95,418 | $147,167-35.2% | $111,392-14.3% | $135,380-29.5% |
| Participation rate | 53.3% | 84.0%-30.7pp | 78.9%-25.5pp | 82.6%-29.3pp |
| Annual return | -6.05% | -4.44%-1.6pp | -2.06%-4.0pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,386 | $5,204-73.4% | $4,328-68.0% | $4,779-71.0% |
| Participant deferral / active EE | $1,953 | $6,565-70.2% | $5,567-64.9% | $5,609-65.2% |
| Admin fee / account holder | $1,847 | $20,270-90.9% | $12,266-84.9% | $10,828-82.9% |