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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 | $145,172 | $71,873+102.0% | $86,698+67.4% | $68,490+112.0% |
| Participation rate | 63.0% | 72.2%-9.3pp | 76.6%-13.6pp | 67.9%-4.9pp |
| Annual return | -16.06% | 3.54%-19.6pp | 35.96%-52.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,477 | $2,173+14.0% | $2,837-12.7% | $2,597-4.6% |
| Participant deferral / active EE | $203 | $3,779-94.6% | $4,656-95.6% | $4,028-95.0% |
| Admin fee / account holder | $1,919 | $6,110-68.6% | $7,492-74.4% | $5,403-64.5% |