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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 | $102,464 | $46,689+119.5% | $117,498-12.8% | $68,495+49.6% |
| Participation rate | 20.0% | 56.8%-36.8pp | 70.6%-50.6pp | 67.9%-47.9pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.75%-29.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $336 | $1,505-77.7% | $4,178-92.0% | $2,596-87.1% |
| Participant deferral / active EE | $638 | $2,637-75.8% | $4,071-84.3% | $4,028-84.2% |
| Admin fee / account holder | $479 | $4,021-88.1% | $5,646-91.5% | $5,403-91.1% |