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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 | $23,661 | $62,589-62.2% | $76,768-69.2% | $64,173-63.1% |
| Participation rate | 27.9% | 72.8%-44.9pp | 77.0%-49.1pp | 69.6%-41.7pp |
| Annual return | 0.53% | -1.95%+2.5pp | 2.43%-1.9pp | 7.63%-7.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,187 | $3,145-62.3% | $3,852-69.2% | $3,470-65.8% |
| Admin fee / account holder | $309 | $4,667-93.4% | $6,675-95.4% | $4,887-93.7% |