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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 | $39,193 | $65,704-40.3% | $94,229-58.4% | $59,633-34.3% |
| Participation rate | 20.8% | 72.1%-51.3pp | 78.8%-57.9pp | 68.7%-47.8pp |
| Annual return | 0.46% | 5.22%-4.8pp | 10.68%-10.2pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $608 | $2,021-69.9% | $3,587-83.1% | $2,203-72.4% |
| Participant deferral / active EE | $1,044 | $3,143-66.8% | $4,320-75.8% | $3,192-67.3% |
| Admin fee / account holder | $1,736 | $4,265-59.3% | $6,269-72.3% | $4,297-59.6% |