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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 | $9,474 | $45,872-79.3% | $77,081-87.7% | $68,495-86.2% |
| Participation rate | 23.6% | 55.9%-32.3pp | 67.9%-44.3pp | 67.9%-44.3pp |
| Annual return | -13.50% | 1.73%-15.2pp | 42.33%-55.8pp | -7.84%-5.7pp |
| Employer contribution / active EE | $526 | $1,650-68.1% | $2,813-81.3% | $2,596-79.7% |
| Participant deferral / active EE | $426 | $2,963-85.6% | $4,428-90.4% | $4,028-89.4% |
| Admin fee / account holder | $372 | $3,041-87.8% | $5,427-93.1% | $5,403-93.1% |