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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 | $52,689 | $38,595+36.5% | $80,004-34.1% | $52,331+0.7% |
| Participation rate | 38.6% | 64.5%-25.9pp | 73.0%-34.4pp | 68.1%-29.5pp |
| Annual return | -0.56% | 2.04%-2.6pp | 7.63%-8.2pp | 4.54%-5.1pp |
| Employer contribution / active EE | $583 | $1,133-48.5% | $2,473-76.4% | $1,882-69.0% |
| Participant deferral / active EE | $961 | $2,318-58.5% | $3,204-70.0% | $3,022-68.2% |
| Admin fee / account holder | $1,111 | $304+265.1% | $5,033-77.9% | $592+87.8% |