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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 | $25,953 | $53,596-51.6% | $90,657-71.4% | $64,173-59.6% |
| Participation rate | 51.6% | 64.5%-12.9pp | 74.0%-22.4pp | 69.6%-18.0pp |
| Annual return | -5.84% | 4.41%-10.3pp | 1.89%-7.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $435 | $1,503-71.0% | $2,532-82.8% | $2,381-81.7% |
| Participant deferral / active EE | $834 | $2,459-66.1% | $3,424-75.6% | $3,470-76.0% |
| Admin fee / account holder | $1,248 | $3,868-67.7% | $4,994-75.0% | $4,887-74.5% |