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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 | $55,186 | $71,873-23.2% | $86,698-36.3% | $68,490-19.4% |
| Participation rate | 54.8% | 72.2%-17.4pp | 76.6%-21.8pp | 67.9%-13.1pp |
| Annual return | -17.55% | 3.54%-21.1pp | 35.96%-53.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,191 | $2,173-45.2% | $2,837-58.0% | $2,597-54.2% |
| Participant deferral / active EE | $1,551 | $3,779-59.0% | $4,656-66.7% | $4,028-61.5% |
| Admin fee / account holder | $380 | $6,110-93.8% | $7,492-94.9% | $5,403-93.0% |