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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 | $17,967 | $69,012-74.0% | $160,009-88.8% | $68,486-73.8% |
| Participation rate | 21.3% | 65.4%-44.1pp | 78.0%-56.7pp | 67.9%-46.6pp |
| Annual return | -18.10% | -9.65%-8.5pp | 408.85%-426.9pp | -7.85%-10.2pp |
| Employer contribution / active EE | $479 | $2,212-78.3% | $4,225-88.7% | $2,597-81.5% |
| Participant deferral / active EE | $1,199 | $4,212-71.5% | $6,183-80.6% | $4,028-70.2% |
| Admin fee / account holder | $558 | $4,798-88.4% | $8,715-93.6% | $5,404-89.7% |