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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 | $19,527 | $45,438-57.0% | $80,004-75.6% | $59,633-67.3% |
| Participation rate | 26.2% | 63.7%-37.5pp | 73.0%-46.8pp | 68.7%-42.5pp |
| Annual return | -0.80% | 5.10%-5.9pp | 7.63%-8.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $371 | $1,236-69.9% | $2,473-85.0% | $2,203-83.1% |
| Participant deferral / active EE | $705 | $2,231-68.4% | $3,204-78.0% | $3,192-77.9% |
| Admin fee / account holder | $1,312 | $3,464-62.1% | $5,033-73.9% | $4,297-69.5% |