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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 | $31,651 | $73,848-57.1% | $143,799-78.0% | $68,486-53.8% |
| Participation rate | 62.2% | 66.7%-4.5pp | 80.3%-18.2pp | 67.9%-5.7pp |
| Annual return | -13.85% | 0.91%-14.8pp | -0.04%-13.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $842 | $3,184-73.6% | $4,952-83.0% | $2,597-67.6% |
| Participant deferral / active EE | $921 | $3,385-72.8% | $5,638-83.7% | $4,028-77.1% |
| Admin fee / account holder | $1,452 | $5,755-74.8% | $14,677-90.1% | $5,404-73.1% |