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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 | $39,058 | $64,716-39.6% | $112,258-65.2% | $68,495-43.0% |
| Participation rate | 20.8% | 67.2%-46.3pp | 75.1%-54.2pp | 67.9%-47.1pp |
| Annual return | -16.44% | -11.40%-5.0pp | 27.47%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $710 | $2,746-74.1% | $3,636-80.5% | $2,596-72.6% |
| Participant deferral / active EE | $1,179 | $3,565-66.9% | $4,728-75.1% | $4,028-70.7% |
| Admin fee / account holder | $490 | $5,232-90.6% | $6,411-92.4% | $5,403-90.9% |