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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 | $168,157 | $62,583+168.7% | $76,767+119.0% | $64,173+162.0% |
| Participation rate | 26.3% | 72.8%-46.5pp | 77.0%-50.6pp | 69.6%-43.3pp |
| Annual return | -5.24% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $557 | $1,832-69.6% | $2,485-77.6% | $2,381-76.6% |
| Participant deferral / active EE | $1,375 | $3,145-56.3% | $3,852-64.3% | $3,470-60.4% |
| Admin fee / account holder | $2,038 | $4,667-56.3% | $6,675-69.5% | $4,887-58.3% |