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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 | $33,576 | $92,219-63.6% | $76,766-56.3% | $135,382-75.2% |
| Participation rate | 29.4% | 79.8%-50.4pp | 77.0%-47.6pp | 82.6%-53.2pp |
| Annual return | -7.14% | 5.46%-12.6pp | 2.43%-9.6pp | 519.77%-526.9pp |
| Employer contribution / active EE | $860 | $3,216-73.3% | $2,485-65.4% | $4,779-82.0% |
| Participant deferral / active EE | $1,327 | $4,508-70.6% | $3,851-65.5% | $5,609-76.3% |
| Admin fee / account holder | $1,632 | $10,749-84.8% | $6,675-75.6% | $10,829-84.9% |