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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 | $34,874 | $67,411-48.3% | $91,004-61.7% | $70,126-50.3% |
| Participation rate | 37.0% | 71.4%-34.4pp | 75.6%-38.6pp | 69.5%-32.6pp |
| Annual return | 14.64% | -40.16%+54.8pp | 4.60%+10.0pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,061 | $2,823-62.4% | $3,548-70.1% | $3,332-68.2% |
| Admin fee / account holder | $1,293 | $4,236-69.5% | $5,417-76.1% | $4,645-72.2% |