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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 | $22,550 | $52,678-57.2% | $75,784-70.2% | $59,633-62.2% |
| Participation rate | 45.9% | 67.2%-21.3pp | 75.8%-29.9pp | 68.7%-22.8pp |
| Annual return | -2.98% | 2.95%-5.9pp | 9.68%-12.7pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,281 | $2,193-41.6% | $3,323-61.5% | $2,203-41.8% |
| Participant deferral / active EE | $855 | $2,591-67.0% | $3,652-76.6% | $3,192-73.2% |
| Admin fee / account holder | $948 | $3,610-73.7% | $5,300-82.1% | $4,297-77.9% |