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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 | $14,622 | $87,546-83.3% | $75,784-80.7% | $125,389-88.3% |
| Participation rate | 45.5% | 80.2%-34.7pp | 75.8%-30.4pp | 83.2%-37.7pp |
| Annual return | -0.40% | 13.49%-13.9pp | 9.68%-10.1pp | 282.24%-282.6pp |
| Employer contribution / active EE | $572 | $3,930-85.5% | $3,323-82.8% | $4,866-88.2% |
| Participant deferral / active EE | $715 | $4,230-83.1% | $3,652-80.4% | $5,352-86.6% |
| Admin fee / account holder | $1,176 | $6,503-81.9% | $5,300-77.8% | $9,541-87.7% |