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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 | $70,026 | $73,019-4.1% | $90,766-22.9% | $68,490+2.2% |
| Participation rate | 28.2% | 70.8%-42.6pp | 75.7%-47.5pp | 67.9%-39.7pp |
| Annual return | 8.67% | -13.81%+22.5pp | -12.16%+20.8pp | -7.85%+16.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,538 | $3,626-57.6% | $4,565-66.3% | $4,028-61.8% |
| Admin fee / account holder | $608 | $5,897-89.7% | $8,446-92.8% | $5,403-88.7% |