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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 | $57,586 | $67,411-14.6% | $91,004-36.7% | $70,126-17.9% |
| Participation rate | 32.2% | 71.4%-39.1pp | 75.6%-43.4pp | 69.5%-37.3pp |
| Annual return | 14.39% | -40.16%+54.6pp | 4.60%+9.8pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,166 | $2,823-58.7% | $3,548-67.1% | $3,332-65.0% |
| Admin fee / account holder | $7,344 | $4,236+73.4% | $5,417+35.6% | $4,645+58.1% |