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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 | $37,366 | $77,817-52.0% | $123,553-69.8% | $64,173-41.8% |
| Participation rate | 60.7% | 74.7%-14.0pp | 82.3%-21.6pp | 69.6%-8.9pp |
| Annual return | -5.94% | 12.49%-18.4pp | 119.21%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,252 | $3,014-58.5% | $4,628-73.0% | $2,381-47.4% |
| Participant deferral / active EE | $2,033 | $5,240-61.2% | $6,426-68.4% | $3,470-41.4% |
| Admin fee / account holder | $2,500 | $5,519-54.7% | $9,284-73.1% | $4,887-48.9% |