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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 | $50,682 | $62,583-19.0% | $76,767-34.0% | $64,173-21.0% |
| Participation rate | 31.4% | 72.8%-41.4pp | 77.0%-45.5pp | 69.6%-38.1pp |
| Annual return | -4.89% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $434 | $1,832-76.3% | $2,485-82.5% | $2,381-81.8% |
| Participant deferral / active EE | $537 | $3,145-82.9% | $3,852-86.0% | $3,470-84.5% |
| Admin fee / account holder | $2,298 | $4,667-50.8% | $6,675-65.6% | $4,887-53.0% |