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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 | $58,481 | $131,835-55.6% | $108,582-46.1% | $273,972-78.7% |
| Participation rate | 13.0% | 83.5%-70.4pp | 79.6%-66.5pp | 83.0%-70.0pp |
| Annual return | 7.44% | -91.57%+99.0pp | -51.70%+59.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $852 | $5,127-83.4% | $4,311-80.2% | $5,287-83.9% |
| Admin fee / account holder | $4,683 | $10,253-54.3% | $7,645-38.7% | $10,133-53.8% |