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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 | $32,715 | $45,872-28.7% | $77,081-57.6% | $68,495-52.2% |
| Participation rate | 20.0% | 55.9%-35.9pp | 67.9%-47.9pp | 67.9%-47.9pp |
| Annual return | -18.58% | 1.73%-20.3pp | 42.33%-60.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,249 | $1,650-24.3% | $2,813-55.6% | $2,596-51.9% |
| Participant deferral / active EE | $660 | $2,963-77.7% | $4,428-85.1% | $4,028-83.6% |
| Admin fee / account holder | $2,521 | $3,041-17.1% | $5,427-53.5% | $5,403-53.3% |