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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 | $27,909 | $70,418-60.4% | $96,570-71.1% | $85,847-67.5% |
| Participation rate | 17.5% | 61.8%-44.3pp | 69.8%-52.3pp | 69.3%-51.8pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.79%-37.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $309 | $1,413-78.1% | $2,357-86.9% | $2,565-88.0% |
| Participant deferral / active EE | $453 | $2,894-84.4% | $3,849-88.2% | $3,952-88.5% |
| Admin fee / account holder | $1,100 | $4,995-78.0% | $6,182-82.2% | $6,261-82.4% |