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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 | $13,943 | $41,981-66.8% | $63,412-78.0% | $59,633-76.6% |
| Participation rate | 36.0% | 60.3%-24.3pp | 67.1%-31.1pp | 68.7%-32.7pp |
| Annual return | -1.04% | 13.04%-14.1pp | 4.04%-5.1pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $1,287-100.0% | $1,814-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $301 | $2,002-85.0% | $2,496-87.9% | $3,192-90.6% |
| Admin fee / account holder | $671 | $3,509-80.9% | $3,753-82.1% | $4,297-84.4% |