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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 | $70,555 | $73,019-3.4% | $90,766-22.3% | $68,490+3.0% |
| Participation rate | 31.0% | 70.8%-39.9pp | 75.7%-44.7pp | 67.9%-36.9pp |
| Annual return | -16.00% | -13.81%-2.2pp | -12.16%-3.8pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,350 | $3,626-62.8% | $4,565-70.4% | $4,028-66.5% |
| Admin fee / account holder | $1,223 | $5,897-79.3% | $8,446-85.5% | $5,403-77.4% |