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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 | $52,467 | $72,177-27.3% | $115,038-54.4% | $59,633-12.0% |
| Participation rate | 62.2% | 72.6%-10.4pp | 81.4%-19.2pp | 68.7%-6.5pp |
| Annual return | -0.86% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,176 | $2,841-58.6% | $4,608-74.5% | $2,203-46.6% |
| Participant deferral / active EE | $1,690 | $4,783-64.7% | $6,026-72.0% | $3,192-47.0% |
| Admin fee / account holder | $1,841 | $4,927-62.6% | $8,175-77.5% | $4,297-57.2% |