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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 | $50,285 | $61,660-18.4% | $80,022-37.2% | $64,181-21.7% |
| Participation rate | 28.6% | 71.7%-43.1pp | 75.8%-47.3pp | 69.6%-41.0pp |
| Annual return | -2.49% | -0.33%-2.2pp | 11.22%-13.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $876 | $2,968-70.5% | $3,686-76.2% | $3,470-74.8% |
| Admin fee / account holder | $3,967 | $5,417-26.8% | $6,521-39.2% | $4,887-18.8% |