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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 | $55,860 | $86,701-35.6% | $73,309-23.8% | $125,389-55.5% |
| Participation rate | 37.5% | 78.6%-41.1pp | 74.9%-37.4pp | 83.2%-45.7pp |
| Annual return | -1.05% | 2.78%-3.8pp | 5.67%-6.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $598 | $4,152-85.6% | $3,237-81.5% | $4,866-87.7% |
| Participant deferral / active EE | $872 | $5,549-84.3% | $4,991-82.5% | $5,352-83.7% |
| Admin fee / account holder | $3,967 | $7,768-48.9% | $5,635-29.6% | $9,541-58.4% |