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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 | $39,482 | $71,878-45.1% | $86,698-54.5% | $68,486-42.3% |
| Participation rate | 26.7% | 72.2%-45.6pp | 76.6%-49.9pp | 67.9%-41.2pp |
| Annual return | -6.46% | 3.53%-10.0pp | 35.95%-42.4pp | -7.85%+1.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $544 | $3,779-85.6% | $4,656-88.3% | $4,028-86.5% |
| Admin fee / account holder | $2,363 | $6,113-61.3% | $7,493-68.5% | $5,404-56.3% |