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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 | $43,155 | $61,660-30.0% | $80,022-46.1% | $64,173-32.8% |
| Participation rate | 31.7% | 71.7%-40.0pp | 75.8%-44.2pp | 69.6%-37.9pp |
| Annual return | -3.34% | -0.33%-3.0pp | 11.22%-14.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $751 | $2,968-74.7% | $3,686-79.6% | $3,470-78.3% |
| Admin fee / account holder | $332 | $5,417-93.9% | $6,521-94.9% | $4,887-93.2% |