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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 | $45,670 | $65,704-30.5% | $94,229-51.5% | $59,633-23.4% |
| Participation rate | 58.1% | 72.1%-14.0pp | 78.8%-20.6pp | 68.7%-10.5pp |
| Annual return | -0.20% | 5.22%-5.4pp | 10.68%-10.9pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $462 | $2,021-77.1% | $3,587-87.1% | $2,203-79.0% |
| Participant deferral / active EE | $1,298 | $3,143-58.7% | $4,320-70.0% | $3,192-59.3% |
| Admin fee / account holder | $2,907 | $4,265-31.8% | $6,269-53.6% | $4,297-32.4% |