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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 | $25,734 | $56,339-54.3% | $104,301-75.3% | $68,495-62.4% |
| Participation rate | 21.1% | 63.3%-42.2pp | 73.3%-52.2pp | 67.9%-46.8pp |
| Annual return | -13.57% | -9.19%-4.4pp | 24.61%-38.2pp | -7.84%-5.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $675 | $3,077-78.1% | $4,626-85.4% | $4,028-83.2% |
| Admin fee / account holder | $324 | $4,902-93.4% | $7,340-95.6% | $5,403-94.0% |