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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 | $22,376 | $45,438-50.8% | $80,004-72.0% | $59,633-62.5% |
| Participation rate | 51.6% | 63.7%-12.1pp | 73.0%-21.4pp | 68.7%-17.1pp |
| Annual return | -0.92% | 5.10%-6.0pp | 7.63%-8.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $484 | $1,236-60.8% | $2,473-80.4% | $2,203-78.0% |
| Participant deferral / active EE | $808 | $2,231-63.8% | $3,204-74.8% | $3,192-74.7% |
| Admin fee / account holder | $1,167 | $3,464-66.3% | $5,033-76.8% | $4,297-72.9% |