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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 | $20,458 | $71,197-71.3% | $93,669-78.2% | $80,925-74.7% |
| Participation rate | 26.6% | 60.4%-33.8pp | 68.7%-42.2pp | 67.7%-41.1pp |
| Annual return | 0.00% | 11.27%-11.3pp | 133.59%-133.6pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $291 | $4,036-92.8% | $4,416-93.4% | $4,299-93.2% |
| Admin fee / account holder | $11,478 | $6,959+64.9% | $8,291+38.4% | $6,940+65.4% |