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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 | $35,864 | $58,587-38.8% | $83,322-57.0% | $64,173-44.1% |
| Participation rate | 67.9% | 72.0%-4.2pp | 77.8%-9.9pp | 69.6%-1.7pp |
| Annual return | -2.05% | 9.65%-11.7pp | 10.64%-12.7pp | 7.63%-9.7pp |
| Employer contribution / active EE | $750 | $2,098-64.2% | $3,379-77.8% | $2,381-68.5% |
| Participant deferral / active EE | $1,220 | $4,654-73.8% | $5,565-78.1% | $3,470-64.8% |
| Admin fee / account holder | $406 | $9,279-95.6% | $7,540-94.6% | $4,887-91.7% |