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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 | $21,965 | $42,396-48.2% | $67,313-67.4% | $56,289-61.0% |
| Participation rate | 17.8% | 61.0%-43.2pp | 69.1%-51.3pp | 69.9%-52.0pp |
| Annual return | -7.32% | -36.63%+29.3pp | -4.08%-3.2pp | -9.96%+2.6pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $396 | $2,360-83.2% | $3,568-88.9% | $3,350-88.2% |
| Admin fee / account holder | $1,714 | $510+236.4% | $4,507-62.0% | $521+229.0% |