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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 | $16,048 | $87,546-81.7% | $75,784-78.8% | $125,389-87.2% |
| Participation rate | 68.2% | 80.2%-12.0pp | 75.8%-7.6pp | 83.2%-15.0pp |
| Annual return | -1.81% | 13.49%-15.3pp | 9.68%-11.5pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $991 | $4,230-76.6% | $3,652-72.9% | $5,352-81.5% |
| Admin fee / account holder | $391 | $6,503-94.0% | $5,300-92.6% | $9,541-95.9% |