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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 | $19,934 | $73,848-73.0% | $143,799-86.1% | $68,486-70.9% |
| Participation rate | 27.3% | 66.7%-39.4pp | 80.3%-53.0pp | 67.9%-40.6pp |
| Annual return | -16.33% | 0.91%-17.2pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $105 | $3,385-96.9% | $5,638-98.1% | $4,028-97.4% |
| Admin fee / account holder | $930 | $5,755-83.8% | $14,677-93.7% | $5,404-82.8% |