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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 | $55,770 | $81,870-31.9% | $119,608-53.4% | $68,495-18.6% |
| Participation rate | 21.0% | 71.9%-50.9pp | 79.3%-58.3pp | 67.9%-46.9pp |
| Annual return | -15.12% | -23.82%+8.7pp | -14.98%-0.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $793 | $4,148-80.9% | $5,601-85.8% | $4,028-80.3% |
| Admin fee / account holder | $5,946 | $6,583-9.7% | $10,326-42.4% | $5,403+10.0% |