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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 | $26,347 | $83,908-68.6% | $68,509-61.5% | $125,388-79.0% |
| Participation rate | 53.3% | 78.2%-24.8pp | 74.7%-21.4pp | 83.2%-29.9pp |
| Annual return | -1.04% | 14.48%-15.5pp | 8.27%-9.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $529 | $4,125-87.2% | $3,382-84.4% | $5,352-90.1% |
| Admin fee / account holder | $789 | $8,982-91.2% | $5,275-85.1% | $9,541-91.7% |