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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 | $52,945 | $72,177-26.6% | $115,038-54.0% | $59,633-11.2% |
| Participation rate | 23.7% | 72.6%-48.9pp | 81.4%-57.7pp | 68.7%-45.0pp |
| Annual return | 0.48% | 12.02%-11.5pp | 26.14%-25.7pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,012 | $2,841-64.4% | $4,608-78.0% | $2,203-54.1% |
| Participant deferral / active EE | $1,337 | $4,783-72.0% | $6,026-77.8% | $3,192-58.1% |
| Admin fee / account holder | $1,064 | $4,927-78.4% | $8,175-87.0% | $4,297-75.2% |