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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 | $23,946 | $106,524-77.5% | $152,301-84.3% | $87,485-72.6% |
| Participation rate | 59.2% | 75.8%-16.6pp | 82.4%-23.3pp | 68.9%-9.7pp |
| Annual return | 0.00% | 26.89%-26.9pp | 80.50%-80.5pp | 26.06%-26.1pp |
| Employer contribution / active EE | $1,063 | $3,371-68.5% | $4,624-77.0% | $2,596-59.1% |
| Participant deferral / active EE | $2,458 | $6,525-62.3% | $8,004-69.3% | $4,274-42.5% |
| Admin fee / account holder | $409 | $8,287-95.1% | $14,398-97.2% | $7,775-94.7% |