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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 | $43,109 | $54,380-20.7% | $68,509-37.1% | $59,633-27.7% |
| Participation rate | 32.4% | 70.2%-37.8pp | 74.7%-42.3pp | 68.7%-36.2pp |
| Annual return | -0.60% | 2.83%-3.4pp | 8.27%-8.9pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $654 | $2,643-75.3% | $3,382-80.7% | $3,192-79.5% |
| Admin fee / account holder | $568 | $3,885-85.4% | $5,275-89.2% | $4,297-86.8% |