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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 | $14,895 | $85,790-82.6% | $67,313-77.9% | $135,380-89.0% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.1%-11.9pp | 82.6%-25.5pp |
| Annual return | -8.13% | -0.54%-7.6pp | -4.08%-4.1pp | 519.81%-527.9pp |
| Employer contribution / active EE | $934 | $3,487-73.2% | $2,566-63.6% | $4,779-80.5% |
| Participant deferral / active EE | $526 | $4,651-88.7% | $3,568-85.3% | $5,609-90.6% |
| Admin fee / account holder | $1,248 | $6,392-80.5% | $4,507-72.3% | $10,828-88.5% |