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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 | $54,995 | $62,586-12.1% | $76,766-28.4% | $64,181-14.3% |
| Participation rate | 34.6% | 72.8%-38.2pp | 77.0%-42.3pp | 69.6%-35.0pp |
| Annual return | -5.73% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,321 | $3,145-58.0% | $3,851-65.7% | $3,470-61.9% |
| Admin fee / account holder | $1,933 | $4,667-58.6% | $6,675-71.0% | $4,887-60.4% |