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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 | $50,099 | $58,587-14.5% | $83,322-39.9% | $64,173-21.9% |
| Participation rate | 50.0% | 72.0%-22.0pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -2.00% | 9.65%-11.7pp | 10.64%-12.6pp | 7.63%-9.6pp |
| Employer contribution / active EE | $305 | $2,098-85.5% | $3,379-91.0% | $2,381-87.2% |
| Participant deferral / active EE | $1,688 | $4,654-63.7% | $5,565-69.7% | $3,470-51.3% |
| Admin fee / account holder | $722 | $9,279-92.2% | $7,540-90.4% | $4,887-85.2% |