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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 | $21,483 | $56,484-62.0% | $169,452-87.3% | $64,181-66.5% |
| Participation rate | 19.2% | 64.5%-45.3pp | 77.8%-58.6pp | 69.6%-50.3pp |
| Annual return | -5.58% | -1.55%-4.0pp | 1.83%-7.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $826 | $3,448-76.0% | $5,277-84.3% | $3,470-76.2% |
| Admin fee / account holder | $854 | $4,174-79.5% | $9,110-90.6% | $4,887-82.5% |