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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 | $49,149 | $73,009-32.7% | $90,756-45.8% | $68,495-28.2% |
| Participation rate | 21.9% | 70.8%-49.0pp | 75.7%-53.8pp | 67.9%-46.0pp |
| Annual return | -16.67% | -13.81%-2.9pp | -12.16%-4.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,011 | $3,626-72.1% | $4,565-77.9% | $4,028-74.9% |
| Admin fee / account holder | $11,880 | $5,896+101.5% | $8,445+40.7% | $5,403+119.9% |