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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 | $67,635 | $53,596+26.2% | $90,657-25.4% | $64,173+5.4% |
| Participation rate | 30.2% | 64.5%-34.4pp | 74.0%-43.9pp | 69.6%-39.4pp |
| Annual return | -0.24% | 4.41%-4.7pp | 1.89%-2.1pp | 7.63%-7.9pp |
| Employer contribution / active EE | $769 | $1,503-48.9% | $2,532-69.6% | $2,381-67.7% |
| Participant deferral / active EE | $710 | $2,459-71.1% | $3,424-79.3% | $3,470-79.5% |
| Admin fee / account holder | $17,004 | $3,868+339.6% | $4,994+240.5% | $4,887+247.9% |