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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 | $37,566 | $64,176-41.5% | $112,249-66.5% | $66,938-43.9% |
| Participation rate | 1.8% | 68.4%-66.6pp | 75.1%-73.2pp | 69.8%-68.0pp |
| Annual return | -17.24% | -13.80%-3.4pp | 27.48%-44.7pp | 1.58%-18.8pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $42 | $3,694-98.9% | $4,729-99.1% | $4,238-99.0% |
| Admin fee / account holder | $553 | $626-11.7% | $6,412-91.4% | $594-6.9% |