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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 | $78,520-32.5% | $96,576-45.2% | $82,448-35.8% |
| Participation rate | 51.0% | 77.7%-26.8pp | 81.4%-30.5pp | 68.1%-17.1pp |
| Annual return | 0.00% | 41.30%-41.3pp | 38.47%-38.5pp | 41.64%-41.6pp |
| Employer contribution / active EE | $1,242 | $2,630-52.8% | $3,553-65.1% | $2,551-51.3% |
| Participant deferral / active EE | $2,273 | $6,754-66.3% | $7,956-71.4% | $4,139-45.1% |
| Admin fee / account holder | $364 | $13,455-97.3% | $11,381-96.8% | $7,234-95.0% |