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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 | $21,397 | $45,438-52.9% | $80,004-73.3% | $59,633-64.1% |
| Participation rate | 58.6% | 63.7%-5.1pp | 73.0%-14.4pp | 68.7%-10.0pp |
| Annual return | -1.83% | 5.10%-6.9pp | 7.63%-9.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $628 | $2,231-71.8% | $3,204-80.4% | $3,192-80.3% |
| Admin fee / account holder | $1,061 | $3,464-69.4% | $5,033-78.9% | $4,297-75.3% |