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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 | $58,811 | $93,064-36.8% | $74,577-21.1% | $273,972-78.5% |
| Participation rate | 0.0% | 74.9%-74.9pp | 68.1%-68.1pp | 83.0%-83.0pp |
| Annual return | 5.76% | 26.18%-20.4pp | 20.47%-14.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $179 | $3,160-94.3% | $2,525-92.9% | $4,869-96.3% |
| Participant deferral / active EE | $249 | $4,160-94.0% | $3,458-92.8% | $5,287-95.3% |
| Admin fee / account holder | $991 | $5,273-81.2% | $4,138-76.0% | $10,133-90.2% |