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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 | $18,277 | $57,352-68.1% | $83,831-78.2% | $64,173-71.5% |
| Participation rate | 46.2% | 68.6%-22.5pp | 76.1%-30.0pp | 69.6%-23.4pp |
| Annual return | -4.58% | 11.38%-16.0pp | 850.99%-855.6pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,734 | $2,546-31.9% | $3,631-52.2% | $2,381-27.2% |
| Participant deferral / active EE | $775 | $2,993-74.1% | $4,082-81.0% | $3,470-77.7% |
| Admin fee / account holder | $1,005 | $4,046-75.2% | $5,479-81.6% | $4,887-79.4% |