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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 | $35,787 | $87,546-59.1% | $75,784-52.8% | $125,389-71.5% |
| Participation rate | 46.2% | 80.2%-34.0pp | 75.8%-29.7pp | 83.2%-37.0pp |
| Annual return | -1.34% | 13.49%-14.8pp | 9.68%-11.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $570 | $3,930-85.5% | $3,323-82.8% | $4,866-88.3% |
| Participant deferral / active EE | $782 | $4,230-81.5% | $3,652-78.6% | $5,352-85.4% |
| Admin fee / account holder | $6,837 | $6,503+5.1% | $5,300+29.0% | $9,541-28.3% |