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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 | $70,856 | $67,411+5.1% | $91,004-22.1% | $70,124+1.0% |
| Participation rate | 23.7% | 71.4%-47.7pp | 75.6%-51.9pp | 69.5%-45.9pp |
| Annual return | 13.53% | -40.16%+53.7pp | 4.60%+8.9pp | 73.14%-59.6pp |
| Employer contribution / active EE | $508 | $1,786-71.6% | $2,456-79.3% | $2,342-78.3% |
| Participant deferral / active EE | $1,119 | $2,823-60.4% | $3,548-68.5% | $3,332-66.4% |
| Admin fee / account holder | $753 | $4,236-82.2% | $5,417-86.1% | $4,645-83.8% |