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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 | $48,726 | $65,704-25.8% | $94,229-48.3% | $59,633-18.3% |
| Participation rate | 22.7% | 72.1%-49.4pp | 78.8%-56.0pp | 68.7%-45.9pp |
| Annual return | -2.16% | 5.22%-7.4pp | 10.68%-12.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $508 | $2,021-74.9% | $3,587-85.8% | $2,203-76.9% |
| Participant deferral / active EE | $1,386 | $3,143-55.9% | $4,320-67.9% | $3,192-56.6% |
| Admin fee / account holder | $6,074 | $4,265+42.4% | $6,269-3.1% | $4,297+41.4% |