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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 | $48,351 | $73,848-34.5% | $143,799-66.4% | $68,486-29.4% |
| Participation rate | 17.1% | 66.7%-49.5pp | 80.3%-63.2pp | 67.9%-50.8pp |
| Annual return | -19.01% | 0.91%-19.9pp | -0.04%-19.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $456 | $3,385-86.5% | $5,638-91.9% | $4,028-88.7% |
| Admin fee / account holder | $5,124 | $5,755-11.0% | $14,677-65.1% | $5,404-5.2% |