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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 | $34,020 | $73,009-53.4% | $90,760-62.5% | $68,486-50.3% |
| Participation rate | 21.3% | 70.8%-49.5pp | 75.7%-54.4pp | 67.9%-46.6pp |
| Annual return | -16.08% | -13.81%-2.3pp | -12.16%-3.9pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,315 | $3,626-63.7% | $4,565-71.2% | $4,028-67.3% |
| Admin fee / account holder | $3,544 | $5,896-39.9% | $8,444-58.0% | $5,404-34.4% |