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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 | $17,374 | $42,909-59.5% | $60,906-71.5% | $68,486-74.6% |
| Participation rate | 5.3% | 66.8%-61.5pp | 73.1%-67.8pp | 67.9%-62.6pp |
| Annual return | -8.46% | -13.99%+5.5pp | 16.94%-25.4pp | -7.85%-0.6pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $184 | $2,866-93.6% | $3,814-95.2% | $4,028-95.4% |
| Admin fee / account holder | $26,986 | $3,104+769.4% | $3,227+736.3% | $5,404+399.4% |