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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 | $28,014 | $65,704-57.4% | $94,229-70.3% | $59,633-53.0% |
| Participation rate | 68.6% | 72.1%-3.5pp | 78.8%-10.2pp | 68.7%-0.1pp |
| Annual return | -1.26% | 5.22%-6.5pp | 10.68%-11.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,364 | $3,143-56.6% | $4,320-68.4% | $3,192-57.3% |
| Admin fee / account holder | $11,743 | $4,265+175.4% | $6,269+87.3% | $4,297+173.3% |