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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 | $27,829 | $45,872-39.3% | $77,096-63.9% | $68,486-59.4% |
| Participation rate | 13.5% | 55.9%-42.4pp | 67.9%-54.4pp | 67.9%-54.4pp |
| Annual return | -8.19% | 1.73%-9.9pp | 42.35%-50.5pp | -7.85%-0.3pp |
| Employer contribution / active EE | $324 | $1,650-80.4% | $2,814-88.5% | $2,597-87.5% |
| Participant deferral / active EE | $627 | $2,963-78.9% | $4,429-85.9% | $4,028-84.4% |
| Admin fee / account holder | $422 | $3,041-86.1% | $5,428-92.2% | $5,404-92.2% |