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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 | $103,864 | $59,813+73.6% | $79,580+30.5% | $68,486+51.7% |
| Participation rate | 28.7% | 61.1%-32.3pp | 69.5%-40.7pp | 67.9%-39.1pp |
| Annual return | -13.53% | -12.30%-1.2pp | 0.15%-13.7pp | -7.85%-5.7pp |
| Employer contribution / active EE | $347 | $1,505-77.0% | $2,413-85.6% | $2,597-86.6% |
| Participant deferral / active EE | $704 | $3,024-76.7% | $3,985-82.3% | $4,028-82.5% |
| Admin fee / account holder | $7,538 | $4,835+55.9% | $6,835+10.3% | $5,404+39.5% |