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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 | $26,886 | $77,817-65.4% | $123,553-78.2% | $64,173-58.1% |
| Participation rate | 41.5% | 74.7%-33.2pp | 82.3%-40.8pp | 69.6%-28.1pp |
| Annual return | -2.13% | 12.49%-14.6pp | 119.21%-121.3pp | 7.63%-9.8pp |
| Employer contribution / active EE | $578 | $3,014-80.8% | $4,628-87.5% | $2,381-75.7% |
| Participant deferral / active EE | $1,202 | $5,240-77.1% | $6,426-81.3% | $3,470-65.4% |
| Admin fee / account holder | $933 | $5,519-83.1% | $9,284-89.9% | $4,887-80.9% |