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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 | $19,571 | $92,219-78.8% | $76,767-74.5% | $135,380-85.5% |
| Participation rate | 69.2% | 79.8%-10.5pp | 77.0%-7.7pp | 82.6%-13.4pp |
| Annual return | -5.80% | 5.46%-11.3pp | 2.43%-8.2pp | 519.81%-525.6pp |
| Employer contribution / active EE | $2,722 | $3,216-15.3% | $2,485+9.5% | $4,779-43.0% |
| Participant deferral / active EE | $1,211 | $4,508-73.1% | $3,852-68.6% | $5,609-78.4% |
| Admin fee / account holder | $697 | $10,749-93.5% | $6,675-89.6% | $10,828-93.6% |