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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 | $25,684 | $43,730-41.3% | $121,220-78.8% | $64,173-60.0% |
| Participation rate | 63.0% | 58.3%+4.6pp | 71.8%-8.8pp | 69.6%-6.6pp |
| Annual return | -5.75% | 68.94%-74.7pp | 16.94%-22.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,222 | $1,297-5.8% | $4,023-69.6% | $2,381-48.7% |
| Participant deferral / active EE | $838 | $2,281-63.3% | $3,345-75.0% | $3,470-75.9% |
| Admin fee / account holder | $1,819 | $3,502-48.1% | $5,021-63.8% | $4,887-62.8% |