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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 | $33,434 | $127,387-73.8% | $115,038-70.9% | $125,389-73.3% |
| Participation rate | 31.8% | 84.2%-52.3pp | 81.4%-49.5pp | 83.2%-51.4pp |
| Annual return | -0.61% | 31.28%-31.9pp | 26.14%-26.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,494 | $6,423-76.7% | $6,026-75.2% | $5,352-72.1% |
| Admin fee / account holder | $1,865 | $9,516-80.4% | $8,175-77.2% | $9,541-80.5% |