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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 | $47,513 | $98,776-51.9% | $149,745-68.3% | $79,856-40.5% |
| Participation rate | 24.1% | 75.8%-51.7pp | 82.5%-58.4pp | 69.6%-45.6pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $947 | $3,217-70.6% | $4,646-79.6% | $2,471-61.7% |
| Participant deferral / active EE | $1,702 | $5,681-70.0% | $6,843-75.1% | $3,741-54.5% |
| Admin fee / account holder | $364 | $6,053-94.0% | $9,312-96.1% | $5,306-93.1% |