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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 | $51,597 | $45,872+12.5% | $77,100-33.1% | $68,490-24.7% |
| Participation rate | 21.7% | 55.9%-34.3pp | 67.9%-46.3pp | 67.9%-46.2pp |
| Annual return | -14.41% | 1.73%-16.1pp | 42.35%-56.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $288 | $1,650-82.5% | $2,815-89.8% | $2,597-88.9% |
| Participant deferral / active EE | $760 | $2,963-74.4% | $4,430-82.8% | $4,028-81.1% |
| Admin fee / account holder | $1,513 | $3,041-50.3% | $5,443-72.2% | $5,403-72.0% |