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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 | $25,993 | $73,848-64.8% | $143,799-81.9% | $68,486-62.0% |
| Participation rate | 43.8% | 66.7%-22.9pp | 80.3%-36.6pp | 67.9%-24.1pp |
| Annual return | -15.91% | 0.91%-16.8pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $447 | $3,184-86.0% | $4,952-91.0% | $2,597-82.8% |
| Participant deferral / active EE | $504 | $3,385-85.1% | $5,638-91.1% | $4,028-87.5% |
| Admin fee / account holder | $1,104 | $5,755-80.8% | $14,677-92.5% | $5,404-79.6% |