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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 | $54,755 | $77,816-29.6% | $123,552-55.7% | $64,173-14.7% |
| Participation rate | 61.3% | 74.7%-13.4pp | 82.3%-21.0pp | 69.6%-8.3pp |
| Annual return | -7.21% | 12.49%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,876 | $5,240-64.2% | $6,426-70.8% | $3,470-45.9% |
| Admin fee / account holder | $2,847 | $5,519-48.4% | $9,285-69.3% | $4,887-41.8% |