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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 | $42,743 | $56,339-24.1% | $104,299-59.0% | $68,490-37.6% |
| Participation rate | 20.7% | 63.3%-42.6pp | 73.3%-52.6pp | 67.9%-47.2pp |
| Annual return | -16.57% | -9.19%-7.4pp | 24.62%-41.2pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $790 | $3,077-74.3% | $4,626-82.9% | $4,028-80.4% |
| Admin fee / account holder | $3,923 | $4,902-20.0% | $7,339-46.6% | $5,403-27.4% |