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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 | $26,986 | $97,020-72.2% | $83,327-67.6% | $135,380-80.1% |
| Participation rate | 54.5% | 80.4%-25.9pp | 77.8%-23.2pp | 82.6%-28.1pp |
| Annual return | -5.88% | 12.31%-18.2pp | 10.64%-16.5pp | 519.81%-525.7pp |
| Employer contribution / active EE | $2,731 | $4,144-34.1% | $3,379-19.2% | $4,779-42.8% |
| Participant deferral / active EE | $1,150 | $5,964-80.7% | $5,565-79.3% | $5,609-79.5% |
| Admin fee / account holder | $2,215 | $8,426-73.7% | $7,540-70.6% | $10,828-79.5% |