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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 | $63,851 | $71,873-11.2% | $86,698-26.4% | $68,490-6.8% |
| Participation rate | 28.9% | 72.2%-43.4pp | 76.6%-47.7pp | 67.9%-39.0pp |
| Annual return | -15.41% | 3.54%-18.9pp | 35.96%-51.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $798 | $2,173-63.3% | $2,837-71.9% | $2,597-69.3% |
| Participant deferral / active EE | $1,642 | $3,779-56.6% | $4,656-64.7% | $4,028-59.2% |
| Admin fee / account holder | $2,985 | $6,110-51.1% | $7,492-60.2% | $5,403-44.7% |