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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 | $43,419 | $83,337-47.9% | $67,834-36.0% | $273,972-84.2% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $648 | $3,287-80.3% | $2,403-73.0% | $4,869-86.7% |
| Participant deferral / active EE | $863 | $4,088-78.9% | $3,160-72.7% | $5,287-83.7% |
| Admin fee / account holder | $316 | $6,752-95.3% | $4,622-93.2% | $10,133-96.9% |