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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 | $28,973 | $65,125-55.5% | $143,797-79.9% | $66,949-56.7% |
| Participation rate | 22.4% | 65.2%-42.8pp | 80.3%-57.9pp | 69.8%-47.4pp |
| Annual return | -17.86% | -11.13%-6.7pp | -0.04%-17.8pp | 1.57%-19.4pp |
| Employer contribution / active EE | $473 | $2,362-80.0% | $4,952-90.5% | $2,545-81.4% |
| Participant deferral / active EE | $901 | $2,920-69.2% | $5,638-84.0% | $4,239-78.8% |
| Admin fee / account holder | $9,154 | $503+1721.0% | $14,679-37.6% | $594+1442.1% |