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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 | $7,572 | $48,267-84.3% | $68,808-89.0% | $68,486-88.9% |
| Participation rate | 13.3% | 60.7%-47.3pp | 69.0%-55.7pp | 67.9%-54.6pp |
| Annual return | -9.19% | -12.70%+3.5pp | -6.37%-2.8pp | -7.85%-1.3pp |
| Employer contribution / active EE | $622 | $1,829-66.0% | $2,656-76.6% | $2,597-76.1% |
| Participant deferral / active EE | $202 | $2,867-93.0% | $3,942-94.9% | $4,028-95.0% |
| Admin fee / account holder | $3,226 | $4,362-26.1% | $4,936-34.6% | $5,404-40.3% |