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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 | $22,894 | $77,816-70.6% | $123,552-81.5% | $64,173-64.3% |
| Participation rate | 24.0% | 74.7%-50.7pp | 82.3%-58.3pp | 69.6%-45.6pp |
| Annual return | -7.34% | 12.49%-19.8pp | 119.20%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $757 | $3,014-74.9% | $4,628-83.6% | $2,381-68.2% |
| Participant deferral / active EE | $1,894 | $5,240-63.9% | $6,426-70.5% | $3,470-45.4% |
| Admin fee / account holder | $1,028 | $5,519-81.4% | $9,285-88.9% | $4,887-79.0% |