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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 | $24,403 | $64,719-62.3% | $112,249-78.3% | $68,486-64.4% |
| Participation rate | 23.2% | 67.2%-44.0pp | 75.1%-51.9pp | 67.9%-44.7pp |
| Annual return | -15.60% | -11.40%-4.2pp | 27.48%-43.1pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $693 | $3,565-80.6% | $4,729-85.3% | $4,028-82.8% |
| Admin fee / account holder | $2,632 | $5,232-49.7% | $6,412-59.0% | $5,404-51.3% |