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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 | $68,178 | $71,872-5.1% | $86,691-21.4% | $68,495-0.5% |
| Participation rate | 36.7% | 72.2%-35.5pp | 76.6%-39.9pp | 67.9%-31.2pp |
| Annual return | -14.97% | 3.53%-18.5pp | 35.94%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $773 | $2,173-64.4% | $2,837-72.7% | $2,596-70.2% |
| Participant deferral / active EE | $1,373 | $3,779-63.7% | $4,656-70.5% | $4,028-65.9% |
| Admin fee / account holder | $9,059 | $6,112+48.2% | $7,492+20.9% | $5,403+67.7% |