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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 | $22,240 | $72,177-69.2% | $115,038-80.7% | $59,633-62.7% |
| Participation rate | 15.6% | 72.6%-57.0pp | 81.4%-65.8pp | 68.7%-53.1pp |
| Annual return | -0.66% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $941 | $4,783-80.3% | $6,026-84.4% | $3,192-70.5% |
| Admin fee / account holder | $1,300 | $4,927-73.6% | $8,175-84.1% | $4,297-69.8% |