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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 | $35,448 | $64,729-45.2% | $112,263-68.4% | $68,490-48.2% |
| Participation rate | 45.3% | 67.2%-21.9pp | 75.1%-29.8pp | 67.9%-22.6pp |
| Annual return | 4.10% | -11.40%+15.5pp | 27.49%-23.4pp | -7.85%+11.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $917 | $3,566-74.3% | $4,729-80.6% | $4,028-77.2% |
| Admin fee / account holder | $2,505 | $5,222-52.0% | $6,410-60.9% | $5,403-53.6% |