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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 | $13,924 | $73,863-81.1% | $143,797-90.3% | $68,490-79.7% |
| Participation rate | 49.3% | 66.7%-17.3pp | 80.3%-31.0pp | 67.9%-18.6pp |
| Annual return | -15.61% | 0.91%-16.5pp | -0.04%-15.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $862 | $3,185-72.9% | $4,952-82.6% | $2,597-66.8% |
| Participant deferral / active EE | $594 | $3,385-82.4% | $5,638-89.5% | $4,028-85.2% |
| Admin fee / account holder | $611 | $5,756-89.4% | $14,679-95.8% | $5,403-88.7% |