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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 | $36,819 | $63,924-42.4% | $108,582-66.1% | $55,167-33.3% |
| Participation rate | 23.7% | 74.3%-50.7pp | 79.6%-55.9pp | 69.0%-45.3pp |
| Annual return | 6.46% | 15.31%-8.9pp | -51.70%+58.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $797 | $3,067-74.0% | $4,311-81.5% | $3,054-73.9% |
| Admin fee / account holder | $6,942 | $618+1023.9% | $7,645-9.2% | $504+1277.6% |