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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 | $73,020 | $69,977+4.3% | $108,582-32.8% | $62,881+16.1% |
| Participation rate | 22.2% | 72.9%-50.7pp | 79.6%-57.3pp | 69.3%-47.1pp |
| Annual return | 6.17% | 10.73%-4.6pp | -51.70%+57.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $997 | $2,135-53.3% | $3,758-73.5% | $2,281-56.3% |
| Participant deferral / active EE | $997 | $3,165-68.5% | $4,311-76.9% | $3,203-68.9% |
| Admin fee / account holder | $7,569 | $5,076+49.1% | $7,645-1.0% | $4,296+76.2% |