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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 | $36,210 | $77,817-53.5% | $123,553-70.7% | $64,173-43.6% |
| Participation rate | 61.5% | 74.7%-13.2pp | 82.3%-20.8pp | 69.6%-8.0pp |
| Annual return | -5.33% | 12.49%-17.8pp | 119.21%-124.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,004 | $3,014-66.7% | $4,628-78.3% | $2,381-57.9% |
| Participant deferral / active EE | $1,996 | $5,240-61.9% | $6,426-68.9% | $3,470-42.5% |
| Admin fee / account holder | $725 | $5,519-86.9% | $9,284-92.2% | $4,887-85.2% |