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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 | $116,087 | $76,834+51.1% | $108,359+7.1% | $87,485+32.7% |
| Participation rate | 48.0% | 61.7%-13.7pp | 70.1%-22.1pp | 68.9%-20.9pp |
| Annual return | 0.00% | 19.09%-19.1pp | 36.89%-36.9pp | 26.06%-26.1pp |
| Employer contribution / active EE | $691 | $1,556-55.6% | $2,399-71.2% | $2,596-73.4% |
| Participant deferral / active EE | $929 | $3,100-70.0% | $4,137-77.5% | $4,274-78.3% |
| Admin fee / account holder | $715 | $6,537-89.1% | $9,741-92.7% | $7,775-90.8% |