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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 | $36,287 | $77,816-53.4% | $123,552-70.6% | $64,173-43.5% |
| Participation rate | 39.3% | 74.7%-35.4pp | 82.3%-43.0pp | 69.6%-30.2pp |
| Annual return | -5.12% | 12.49%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,489 | $5,240-71.6% | $6,426-76.8% | $3,470-57.1% |
| Admin fee / account holder | $698 | $5,519-87.4% | $9,285-92.5% | $4,887-85.7% |