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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 | $25,337 | $62,589-59.5% | $76,768-67.0% | $64,173-60.5% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -6.91% | -1.95%-5.0pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $870 | $1,832-52.5% | $2,485-65.0% | $2,381-63.5% |
| Participant deferral / active EE | $1,385 | $3,145-56.0% | $3,852-64.0% | $3,470-60.1% |
| Admin fee / account holder | $2,219 | $4,667-52.5% | $6,675-66.8% | $4,887-54.6% |