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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 | $29,856 | $133,981-77.7% | $112,249-73.4% | $134,532-77.8% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -17.44% | 47.16%-64.6pp | 27.48%-44.9pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,195 | $4,040-70.4% | $3,636-67.1% | $4,741-74.8% |
| Participant deferral / active EE | $947 | $5,292-82.1% | $4,729-80.0% | $6,401-85.2% |
| Admin fee / account holder | $2,915 | $7,492-61.1% | $6,412-54.5% | $11,429-74.5% |