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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 | $34,972 | $72,177-51.5% | $115,038-69.6% | $59,633-41.4% |
| Participation rate | 33.3% | 72.6%-39.2pp | 81.4%-48.0pp | 68.7%-35.3pp |
| Annual return | -1.31% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $606 | $2,841-78.7% | $4,608-86.8% | $2,203-72.5% |
| Participant deferral / active EE | $1,768 | $4,783-63.0% | $6,026-70.7% | $3,192-44.6% |
| Admin fee / account holder | $1,312 | $4,927-73.4% | $8,175-83.9% | $4,297-69.5% |