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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 | $67,487 | $110,083-38.7% | $151,639-55.5% | $68,486-1.5% |
| Participation rate | 67.5% | 84.0%-16.5pp | 87.5%-20.0pp | 67.9%-0.4pp |
| Annual return | -13.37% | -10.12%-3.2pp | 3.34%-16.7pp | -7.85%-5.5pp |
| Employer contribution / active EE | $2,113 | $4,470-52.7% | $6,165-65.7% | $2,597-18.6% |
| Participant deferral / active EE | $2,927 | $6,526-55.1% | $8,363-65.0% | $4,028-27.3% |
| Admin fee / account holder | $3,486 | $7,718-54.8% | $11,613-70.0% | $5,404-35.5% |