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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 | $59,288 | $133,981-55.7% | $112,249-47.2% | $134,532-55.9% |
| Participation rate | 69.6% | 78.6%-9.0pp | 75.1%-5.5pp | 81.2%-11.7pp |
| Annual return | -16.86% | 47.16%-64.0pp | 27.48%-44.3pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,789 | $4,040-55.7% | $3,636-50.8% | $4,741-62.3% |
| Participant deferral / active EE | $489 | $5,292-90.8% | $4,729-89.7% | $6,401-92.4% |
| Admin fee / account holder | $3,603 | $7,492-51.9% | $6,412-43.8% | $11,429-68.5% |