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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 | $37,269 | $167,362-77.7% | $143,799-74.1% | $134,532-72.3% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -18.02% | 0.47%-18.5pp | -0.04%-18.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $6,484 | $5,620+15.4% | $4,952+30.9% | $4,741+36.8% |
| Participant deferral / active EE | $242 | $6,447-96.2% | $5,638-95.7% | $6,401-96.2% |
| Admin fee / account holder | $4,208 | $18,094-76.7% | $14,677-71.3% | $11,429-63.2% |