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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 | $159,391 | $95,917+66.2% | $79,583+100.3% | $134,545+18.5% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -12.61% | -2.70%-9.9pp | 0.16%-12.8pp | 418.37%-431.0pp |
| Employer contribution / active EE | $536 | $3,129-82.9% | $2,414-77.8% | $4,742-88.7% |
| Participant deferral / active EE | $1,021 | $4,694-78.3% | $3,986-74.4% | $6,401-84.1% |
| Admin fee / account holder | $557 | $9,132-93.9% | $6,835-91.8% | $11,431-95.1% |