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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 | $28,853 | $71,872-59.9% | $86,691-66.7% | $68,495-57.9% |
| Participation rate | 36.1% | 72.2%-36.2pp | 76.6%-40.5pp | 67.9%-31.8pp |
| Annual return | -17.40% | 3.53%-20.9pp | 35.94%-53.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $574 | $3,779-84.8% | $4,656-87.7% | $4,028-85.7% |
| Admin fee / account holder | $27,681 | $6,112+352.9% | $7,492+269.5% | $5,403+412.3% |