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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 | $102,167 | $100,805+1.4% | $86,698+17.8% | $134,532-24.1% |
| Participation rate | 20.0% | 79.0%-59.0pp | 76.6%-56.6pp | 81.2%-61.2pp |
| Annual return | -19.08% | 29.09%-48.2pp | 35.95%-55.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,026 | $3,490-70.6% | $2,837-63.8% | $4,741-78.4% |
| Participant deferral / active EE | $1,321 | $5,339-75.3% | $4,656-71.6% | $6,401-79.4% |
| Admin fee / account holder | $4,520 | $10,925-58.6% | $7,493-39.7% | $11,429-60.4% |