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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 | $32,745 | $67,411-51.4% | $91,004-64.0% | $70,126-53.3% |
| Participation rate | 27.0% | 71.4%-44.4pp | 75.6%-48.6pp | 69.5%-42.6pp |
| Annual return | 28.52% | -40.16%+68.7pp | 4.60%+23.9pp | 73.15%-44.6pp |
| Employer contribution / active EE | $494 | $1,786-72.4% | $2,456-79.9% | $2,343-78.9% |
| Participant deferral / active EE | $1,019 | $2,823-63.9% | $3,548-71.3% | $3,332-69.4% |
| Admin fee / account holder | $12,033 | $4,236+184.1% | $5,417+122.1% | $4,645+159.0% |