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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 | $39,626 | $69,977-43.4% | $108,582-63.5% | $62,881-37.0% |
| Participation rate | 69.8% | 72.9%-3.1pp | 79.6%-9.8pp | 69.3%+0.5pp |
| Annual return | 6.44% | 10.73%-4.3pp | -51.70%+58.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $463 | $2,135-78.3% | $3,758-87.7% | $2,281-79.7% |
| Participant deferral / active EE | $1,027 | $3,165-67.5% | $4,311-76.2% | $3,203-67.9% |
| Admin fee / account holder | $880 | $5,076-82.7% | $7,645-88.5% | $4,296-79.5% |