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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 | $100,642 | $72,388+39.0% | $111,392-9.6% | $64,173+56.8% |
| Participation rate | 45.7% | 70.5%-24.8pp | 78.9%-33.1pp | 69.6%-23.9pp |
| Annual return | -5.14% | -1.50%-3.6pp | -2.06%-3.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $721 | $3,000-76.0% | $4,328-83.3% | $2,381-69.7% |
| Participant deferral / active EE | $1,239 | $4,241-70.8% | $5,567-77.7% | $3,470-64.3% |
| Admin fee / account holder | $1,824 | $5,719-68.1% | $12,266-85.1% | $4,887-62.7% |