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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 | $35,109 | $45,872-23.5% | $77,096-54.5% | $68,486-48.7% |
| Participation rate | 13.3% | 55.9%-42.6pp | 67.9%-54.6pp | 67.9%-54.6pp |
| Annual return | -10.04% | 1.73%-11.8pp | 42.35%-52.4pp | -7.85%-2.2pp |
| Employer contribution / active EE | $707 | $1,650-57.1% | $2,814-74.9% | $2,597-72.8% |
| Participant deferral / active EE | $581 | $2,963-80.4% | $4,429-86.9% | $4,028-85.6% |
| Admin fee / account holder | $4,635 | $3,041+52.4% | $5,428-14.6% | $5,404-14.2% |