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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 | $35,760 | $54,320-34.2% | $67,652-47.1% | $52,331-31.7% |
| Participation rate | 66.7% | 73.6%-6.9pp | 75.7%-9.0pp | 68.1%-1.4pp |
| Annual return | -0.99% | 6.81%-7.8pp | 6625.40%-6626.4pp | 4.54%-5.5pp |
| Employer contribution / active EE | $417 | $1,544-73.0% | $2,266-81.6% | $1,882-77.9% |
| Participant deferral / active EE | $1,001 | $2,950-66.1% | $3,560-71.9% | $3,022-66.9% |
| Admin fee / account holder | $919 | $527+74.6% | $4,821-80.9% | $592+55.4% |