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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 | $33,906 | $65,437-48.2% | $86,698-60.9% | $66,949-49.4% |
| Participation rate | 45.5% | 75.5%-29.9pp | 76.6%-31.1pp | 69.8%-24.3pp |
| Annual return | -12.67% | -10.91%-1.8pp | 35.96%-48.6pp | 1.57%-14.2pp |
| Employer contribution / active EE | $1,257 | $2,154-41.7% | $2,837-55.7% | $2,545-50.6% |
| Participant deferral / active EE | $2,061 | $4,102-49.7% | $4,656-55.7% | $4,239-51.4% |
| Admin fee / account holder | $2,966 | $642+362.2% | $7,492-60.4% | $594+399.7% |