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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 | $38,820 | $59,116-34.3% | $86,438-55.1% | $68,486-43.3% |
| Participation rate | 28.0% | 75.2%-47.2pp | 80.3%-52.3pp | 67.9%-39.8pp |
| Annual return | -15.42% | -0.23%-15.2pp | 4397.19%-4412.6pp | -7.85%-7.6pp |
| Employer contribution / active EE | $605 | $2,519-76.0% | $3,769-83.9% | $2,597-76.7% |
| Participant deferral / active EE | $2,517 | $5,902-57.4% | $6,952-63.8% | $4,028-37.5% |
| Admin fee / account holder | $622 | $5,639-89.0% | $6,733-90.8% | $5,404-88.5% |