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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 | $36,491 | $100,792-63.8% | $86,691-57.9% | $134,509-72.9% |
| Participation rate | 57.1% | 78.9%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -16.57% | 29.08%-45.6pp | 35.94%-52.5pp | 418.13%-434.7pp |
| Employer contribution / active EE | $1,125 | $3,491-67.8% | $2,837-60.3% | $4,741-76.3% |
| Participant deferral / active EE | $1,383 | $5,339-74.1% | $4,656-70.3% | $6,400-78.4% |
| Admin fee / account holder | $5,835 | $10,924-46.6% | $7,492-22.1% | $11,427-48.9% |