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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 | $55,533 | $86,701-35.9% | $73,309-24.2% | $125,388-55.7% |
| Participation rate | 55.6% | 78.6%-23.1pp | 74.9%-19.4pp | 83.2%-27.6pp |
| Annual return | -1.71% | 2.78%-4.5pp | 5.67%-7.4pp | 282.24%-284.0pp |
| Employer contribution / active EE | $806 | $4,152-80.6% | $3,237-75.1% | $4,866-83.4% |
| Participant deferral / active EE | $1,269 | $5,549-77.1% | $4,991-74.6% | $5,352-76.3% |
| Admin fee / account holder | $377 | $7,768-95.2% | $5,635-93.3% | $9,541-96.1% |