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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 | $52,969 | $78,197-32.3% | $98,090-46.0% | $82,637-35.9% |
| Participation rate | 51.0% | 77.5%-26.5pp | 81.5%-30.6pp | 68.1%-17.1pp |
| Annual return | 0.00% | 40.25%-40.2pp | 37.05%-37.0pp | 53.51%-53.5pp |
| Employer contribution / active EE | $1,242 | $2,605-52.3% | $3,606-65.6% | $2,552-51.3% |
| Participant deferral / active EE | $2,273 | $6,636-65.7% | $7,845-71.0% | $4,126-44.9% |
| Admin fee / account holder | $364 | $14,832-97.5% | $11,815-96.9% | $7,339-95.0% |