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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 | $37,955 | $72,177-47.4% | $115,038-67.0% | $59,633-36.4% |
| Participation rate | 46.2% | 72.6%-26.4pp | 81.4%-35.2pp | 68.7%-22.5pp |
| Annual return | -2.08% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $3,397 | $2,841+19.6% | $4,608-26.3% | $2,203+54.2% |
| Participant deferral / active EE | $676 | $4,783-85.9% | $6,026-88.8% | $3,192-78.8% |
| Admin fee / account holder | $2,170 | $4,927-56.0% | $8,175-73.5% | $4,297-49.5% |