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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 | $44,887 | $33,745+33.0% | $64,105-30.0% | $55,191-18.7% |
| Participation rate | 7.0% | 59.4%-52.4pp | 68.2%-61.2pp | 69.2%-62.2pp |
| Annual return | 1.17% | 4.95%-3.8pp | 791.24%-790.1pp | 10.78%-9.6pp |
| Employer contribution / active EE | $182 | $641-71.6% | $1,820-90.0% | $1,899-90.4% |
| Participant deferral / active EE | $445 | $1,929-77.0% | $2,822-84.2% | $3,046-85.4% |
| Admin fee / account holder | $7,523 | $94+7874.2% | $4,499+67.2% | $91+8186.7% |