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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 | $25,928 | $61,125-57.6% | $94,057-72.4% | $87,485-70.4% |
| Participation rate | 33.3% | 64.1%-30.7pp | 73.3%-40.0pp | 68.9%-35.6pp |
| Annual return | 0.00% | 35.20%-35.2pp | 480.62%-480.6pp | 26.06%-26.1pp |
| Employer contribution / active EE | $444 | $2,136-79.2% | $2,933-84.9% | $2,596-82.9% |
| Participant deferral / active EE | $609 | $3,260-81.3% | $4,709-87.1% | $4,274-85.8% |
| Admin fee / account holder | $796 | $5,629-85.9% | $7,244-89.0% | $7,775-89.8% |