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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 | $42,889 | $71,873-40.3% | $86,698-50.5% | $68,490-37.4% |
| Participation rate | 41.7% | 72.2%-30.6pp | 76.6%-34.9pp | 67.9%-26.2pp |
| Annual return | -17.89% | 3.54%-21.4pp | 35.96%-53.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $659 | $2,173-69.7% | $2,837-76.8% | $2,597-74.6% |
| Participant deferral / active EE | $1,604 | $3,779-57.5% | $4,656-65.5% | $4,028-60.2% |
| Admin fee / account holder | $1,075 | $6,110-82.4% | $7,492-85.7% | $5,403-80.1% |