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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 | $51,710 | $81,870-36.8% | $119,622-56.8% | $68,486-24.5% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -15.01% | -23.82%+8.8pp | -14.98%0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,097 | $2,692-59.3% | $4,232-74.1% | $2,597-57.8% |
| Participant deferral / active EE | $1,443 | $4,148-65.2% | $5,601-74.2% | $4,028-64.2% |
| Admin fee / account holder | $1,787 | $6,583-72.9% | $10,328-82.7% | $5,404-66.9% |