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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 | $21,499 | $155,555-86.2% | $146,866-85.4% | $155,188-86.1% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.5%-23.4pp | 80.8%-21.7pp |
| Annual return | 0.00% | 115.41%-115.4pp | 102.85%-102.9pp | 148.84%-148.8pp |
| Employer contribution / active EE | $810 | $4,647-82.6% | $4,425-81.7% | $4,248-80.9% |
| Participant deferral / active EE | $1,461 | $8,044-81.8% | $7,759-81.2% | $6,531-77.6% |
| Admin fee / account holder | $7,023 | $14,755-52.4% | $13,620-48.4% | $14,480-51.5% |