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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 | $93,830 | $50,958+84.1% | $74,552+25.9% | $64,181+46.2% |
| Participation rate | 32.3% | 61.1%-28.8pp | 69.1%-36.9pp | 69.6%-37.3pp |
| Annual return | -7.18% | -1.86%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,554 | $1,115+39.3% | $1,961-20.8% | $2,381-34.7% |
| Participant deferral / active EE | $931 | $2,301-59.6% | $3,108-70.1% | $3,470-73.2% |
| Admin fee / account holder | $3,151 | $4,223-25.4% | $5,060-37.7% | $4,887-35.5% |