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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 | $42,753 | $72,177-40.8% | $115,038-62.8% | $59,633-28.3% |
| Participation rate | 38.5% | 72.6%-34.1pp | 81.4%-42.9pp | 68.7%-30.2pp |
| Annual return | -2.01% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,221 | $2,841-57.0% | $4,608-73.5% | $2,203-44.5% |
| Participant deferral / active EE | $1,842 | $4,783-61.5% | $6,026-69.4% | $3,192-42.3% |
| Admin fee / account holder | $1,619 | $4,927-67.1% | $8,175-80.2% | $4,297-62.3% |