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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 | $26,292 | $72,404-63.7% | $110,243-76.2% | $64,173-59.0% |
| Participation rate | 56.0% | 73.3%-17.3pp | 79.8%-23.8pp | 69.6%-13.6pp |
| Annual return | -1.28% | -6.29%+5.0pp | 314.76%-316.0pp | 7.63%-8.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,223 | $3,469-64.7% | $4,672-73.8% | $3,470-64.7% |
| Admin fee / account holder | $1,975 | $5,664-65.1% | $8,548-76.9% | $4,887-59.6% |