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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 | $50,882 | $52,678-3.4% | $75,784-32.9% | $59,633-14.7% |
| Participation rate | 21.6% | 67.2%-45.6pp | 75.8%-54.2pp | 68.7%-47.0pp |
| Annual return | -2.50% | 2.95%-5.5pp | 9.68%-12.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $862 | $2,591-66.7% | $3,652-76.4% | $3,192-73.0% |
| Admin fee / account holder | $1,090 | $3,610-69.8% | $5,300-79.4% | $4,297-74.6% |