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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 | $28,381 | $81,870-65.3% | $119,608-76.3% | $68,495-58.6% |
| Participation rate | 32.3% | 71.9%-39.6pp | 79.3%-47.0pp | 67.9%-35.6pp |
| Annual return | 3.88% | -23.82%+27.7pp | -14.98%+18.9pp | -7.84%+11.7pp |
| Employer contribution / active EE | $771 | $2,692-71.4% | $4,232-81.8% | $2,596-70.3% |
| Participant deferral / active EE | $1,538 | $4,148-62.9% | $5,601-72.6% | $4,028-61.8% |
| Admin fee / account holder | $425 | $6,583-93.5% | $10,326-95.9% | $5,403-92.1% |