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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 | $21,232 | $59,834-64.5% | $79,576-73.3% | $68,495-69.0% |
| Participation rate | 37.7% | 61.1%-23.4pp | 69.5%-31.8pp | 67.9%-30.2pp |
| Annual return | -19.31% | -12.30%-7.0pp | 0.15%-19.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $760 | $1,505-49.5% | $2,413-68.5% | $2,596-70.7% |
| Participant deferral / active EE | $1,271 | $3,024-58.0% | $3,985-68.1% | $4,028-68.4% |
| Admin fee / account holder | $908 | $4,835-81.2% | $6,834-86.7% | $5,403-83.2% |