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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 | $28,601 | $93,617-69.4% | $135,982-79.0% | $75,177-62.0% |
| Participation rate | 48.5% | 75.2%-26.7pp | 81.9%-33.4pp | 67.2%-18.7pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $939 | $3,538-73.5% | $4,859-80.7% | $2,671-64.8% |
| Participant deferral / active EE | $1,297 | $6,406-79.8% | $7,760-83.3% | $4,126-68.6% |
| Admin fee / account holder | $305 | $6,980-95.6% | $10,767-97.2% | $5,651-94.6% |