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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 | $61,104 | $46,697+30.9% | $117,533-48.0% | $68,486-10.8% |
| Participation rate | 30.0% | 56.8%-26.8pp | 70.6%-40.6pp | 67.9%-37.9pp |
| Annual return | -16.99% | -14.52%-2.5pp | 29.77%-46.8pp | -7.85%-9.1pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $354 | $2,637-86.6% | $4,072-91.3% | $4,028-91.2% |
| Admin fee / account holder | $3,840 | $4,023-4.5% | $5,647-32.0% | $5,404-28.9% |