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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 | $79,349 | $59,819+32.6% | $79,583-0.3% | $68,490+15.9% |
| Participation rate | 33.9% | 61.1%-27.2pp | 69.5%-35.6pp | 67.9%-34.0pp |
| Annual return | -16.82% | -12.30%-4.5pp | 0.16%-17.0pp | -7.85%-9.0pp |
| Employer contribution / active EE | $822 | $1,505-45.4% | $2,414-66.0% | $2,597-68.4% |
| Participant deferral / active EE | $1,035 | $3,025-65.8% | $3,986-74.0% | $4,028-74.3% |
| Admin fee / account holder | $2,361 | $4,835-51.2% | $6,835-65.5% | $5,403-56.3% |