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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 | $26,291 | $106,115-75.2% | $85,969-69.4% | $125,389-79.0% |
| Participation rate | 63.6% | 84.1%-20.4pp | 76.5%-12.9pp | 83.2%-19.6pp |
| Annual return | -0.95% | 13.93%-14.9pp | 9.32%-10.3pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,056 | $4,537-76.7% | $3,474-69.6% | $4,866-78.3% |
| Participant deferral / active EE | $890 | $4,859-81.7% | $3,829-76.8% | $5,352-83.4% |
| Admin fee / account holder | $8,436 | $8,144+3.6% | $6,053+39.4% | $9,541-11.6% |