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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 | $17,762 | $45,872-61.3% | $77,096-77.0% | $68,486-74.1% |
| Participation rate | 16.9% | 55.9%-39.0pp | 67.9%-51.0pp | 67.9%-51.0pp |
| Annual return | -7.58% | 1.73%-9.3pp | 42.35%-49.9pp | -7.85%+0.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $362 | $2,963-87.8% | $4,429-91.8% | $4,028-91.0% |
| Admin fee / account holder | $568 | $3,041-81.3% | $5,428-89.5% | $5,404-89.5% |