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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 | $209,599 | $73,848+183.8% | $143,799+45.8% | $68,486+206.0% |
| Participation rate | 7.6% | 66.7%-59.1pp | 80.3%-72.7pp | 67.9%-60.3pp |
| Annual return | -5.20% | 0.91%-6.1pp | -0.04%-5.2pp | -7.85%+2.7pp |
| Employer contribution / active EE | $504 | $3,184-84.2% | $4,952-89.8% | $2,597-80.6% |
| Participant deferral / active EE | $652 | $3,385-80.8% | $5,638-88.4% | $4,028-83.8% |
| Admin fee / account holder | $5,107 | $5,755-11.3% | $14,677-65.2% | $5,404-5.5% |