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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 | $60,728 | $65,704-7.6% | $94,229-35.6% | $59,633+1.8% |
| Participation rate | 24.2% | 72.1%-47.9pp | 78.8%-54.5pp | 68.7%-44.4pp |
| Annual return | -2.08% | 5.22%-7.3pp | 10.68%-12.8pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $833 | $2,021-58.8% | $3,587-76.8% | $2,203-62.2% |
| Participant deferral / active EE | $984 | $3,143-68.7% | $4,320-77.2% | $3,192-69.2% |
| Admin fee / account holder | $5,298 | $4,265+24.2% | $6,269-15.5% | $4,297+23.3% |