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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 | $18,028 | $91,911-80.4% | $68,612-73.7% | $135,379-86.7% |
| Participation rate | 44.4% | 76.7%-32.3pp | 72.2%-27.8pp | 82.6%-38.2pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $595 | $3,924-84.8% | $2,625-77.3% | $4,779-87.5% |
| Participant deferral / active EE | $595 | $4,315-86.2% | $3,311-82.0% | $5,609-89.4% |
| Admin fee / account holder | $9,122 | $9,240-1.3% | $5,131+77.8% | $10,828-15.8% |