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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 | $50,759 | $45,438+11.7% | $80,004-36.6% | $59,633-14.9% |
| Participation rate | 21.0% | 63.7%-42.7pp | 73.0%-52.0pp | 68.7%-47.7pp |
| Annual return | -2.06% | 5.10%-7.2pp | 7.63%-9.7pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $623 | $1,236-49.6% | $2,473-74.8% | $2,203-71.7% |
| Participant deferral / active EE | $628 | $2,231-71.9% | $3,204-80.4% | $3,192-80.3% |
| Admin fee / account holder | $1,009 | $3,464-70.9% | $5,033-80.0% | $4,297-76.5% |