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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 | $37,634 | $81,870-54.0% | $119,634-68.5% | $68,490-45.1% |
| Participation rate | 32.5% | 71.9%-39.4pp | 79.3%-46.7pp | 67.9%-35.4pp |
| Annual return | -17.89% | -23.82%+5.9pp | -14.98%-2.9pp | -7.85%-10.0pp |
| Employer contribution / active EE | $976 | $2,692-63.7% | $4,232-76.9% | $2,597-62.4% |
| Participant deferral / active EE | $1,629 | $4,148-60.7% | $5,601-70.9% | $4,028-59.6% |
| Admin fee / account holder | $2,351 | $6,583-64.3% | $10,329-77.2% | $5,403-56.5% |