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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 | $58,140 | $44,984+29.2% | $85,009-31.6% | $74,546-22.0% |
| Participation rate | 39.2% | 49.4%-10.2pp | 67.5%-28.3pp | 67.2%-28.0pp |
| Annual return | 0.00% | 26.25%-26.3pp | 66.47%-66.5pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $309 | $1,458-78.8% | $2,728-88.7% | $2,624-88.2% |
| Participant deferral / active EE | $385 | $2,733-85.9% | $4,522-91.5% | $4,347-91.2% |
| Admin fee / account holder | $1,101 | $2,208-50.1% | $6,153-82.1% | $1,944-43.3% |