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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 | $27,460 | $45,602-39.8% | $117,533-76.6% | $66,938-59.0% |
| Participation rate | 15.8% | 57.6%-41.8pp | 70.6%-54.8pp | 69.8%-54.0pp |
| Annual return | -4.36% | -16.74%+12.4pp | 29.77%-34.1pp | 1.58%-5.9pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,179-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $939 | $2,845-67.0% | $4,072-76.9% | $4,238-77.8% |
| Admin fee / account holder | $425 | $661-35.7% | $5,647-92.5% | $594-28.4% |