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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 | $14,099 | $68,996-79.6% | $159,991-91.2% | $68,495-79.4% |
| Participation rate | 34.9% | 65.4%-30.5pp | 78.0%-43.1pp | 67.9%-33.0pp |
| Annual return | -16.93% | -9.65%-7.3pp | 408.82%-425.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $501 | $2,212-77.4% | $4,225-88.1% | $2,596-80.7% |
| Participant deferral / active EE | $877 | $4,211-79.2% | $6,183-85.8% | $4,028-78.2% |
| Admin fee / account holder | $1,521 | $4,797-68.3% | $8,715-82.5% | $5,403-71.9% |