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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 | $16,061 | $45,872-65.0% | $77,096-79.2% | $68,486-76.5% |
| Participation rate | 67.3% | 55.9%+11.4pp | 67.9%-0.7pp | 67.9%-0.6pp |
| Annual return | -14.69% | 1.73%-16.4pp | 42.35%-57.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $7,772 | $1,650+371.2% | $2,814+176.2% | $2,597+199.3% |
| Participant deferral / active EE | $384 | $2,963-87.0% | $4,429-91.3% | $4,028-90.5% |
| Admin fee / account holder | $1,346 | $3,041-55.7% | $5,428-75.2% | $5,404-75.1% |