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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 | $70,489 | $72,177-2.3% | $115,038-38.7% | $59,633+18.2% |
| Participation rate | 25.7% | 72.6%-46.8pp | 81.4%-55.7pp | 68.7%-43.0pp |
| Annual return | 0.78% | 12.02%-11.2pp | 26.14%-25.4pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $827 | $2,841-70.9% | $4,608-82.1% | $2,203-62.5% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,277 | $4,927-53.8% | $8,175-72.1% | $4,297-47.0% |