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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 | $92,492 | $71,878+28.7% | $86,698+6.7% | $68,486+35.1% |
| Participation rate | 47.1% | 72.2%-25.2pp | 76.6%-29.5pp | 67.9%-20.8pp |
| Annual return | -16.27% | 3.53%-19.8pp | 35.95%-52.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $926 | $2,173-57.4% | $2,837-67.4% | $2,597-64.3% |
| Participant deferral / active EE | $1,681 | $3,779-55.5% | $4,656-63.9% | $4,028-58.3% |
| Admin fee / account holder | $12,352 | $6,113+102.1% | $7,493+64.9% | $5,404+128.6% |