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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 | $16,410 | $34,634-52.6% | $77,096-78.7% | $64,819-74.7% |
| Participation rate | 0.0% | 49.8%-49.8pp | 67.9%-67.9pp | 71.5%-71.5pp |
| Annual return | -6.58% | -5.31%-1.3pp | 42.35%-48.9pp | 32.84%-39.4pp |
| Employer contribution / active EE | $220 | $1,385-84.1% | $2,814-92.2% | $2,507-91.2% |
| Participant deferral / active EE | $332 | $2,553-87.0% | $4,429-92.5% | $4,311-92.3% |
| Admin fee / account holder | $838 | $178+370.2% | $5,428-84.6% | $188+346.4% |