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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 | $39,168 | $63,949-38.8% | $129,031-69.6% | $94,015-58.3% |
| Participation rate | 52.6% | 63.4%-10.8pp | 73.4%-20.7pp | 70.8%-18.2pp |
| Annual return | 0.00% | 17.56%-17.6pp | 34.67%-34.7pp | 17.84%-17.8pp |
| Employer contribution / active EE | $690 | $1,865-63.0% | $3,226-78.6% | $2,790-75.3% |
| Participant deferral / active EE | $1,064 | $3,686-71.1% | $5,217-79.6% | $4,249-75.0% |
| Admin fee / account holder | $2,730 | $5,523-50.6% | $13,208-79.3% | $8,951-69.5% |