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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 | $66,649 | $71,878-7.3% | $86,698-23.1% | $68,486-2.7% |
| Participation rate | 55.6% | 72.2%-16.7pp | 76.6%-21.0pp | 67.9%-12.3pp |
| Annual return | -7.66% | 3.53%-11.2pp | 35.95%-43.6pp | -7.85%+0.2pp |
| Employer contribution / active EE | $668 | $2,173-69.3% | $2,837-76.5% | $2,597-74.3% |
| Participant deferral / active EE | $1,270 | $3,779-66.4% | $4,656-72.7% | $4,028-68.5% |
| Admin fee / account holder | $12,133 | $6,113+98.5% | $7,493+61.9% | $5,404+124.5% |