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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 | $47,813 | $95,453-49.9% | $112,040-57.3% | $82,448-42.0% |
| Participation rate | 51.2% | 72.8%-21.5pp | 76.5%-25.3pp | 68.1%-16.8pp |
| Annual return | 0.00% | 23.92%-23.9pp | 24.52%-24.5pp | 41.64%-41.6pp |
| Employer contribution / active EE | $678 | $2,318-70.7% | $2,954-77.0% | $2,551-73.4% |
| Participant deferral / active EE | $1,623 | $4,224-61.6% | $5,098-68.2% | $4,139-60.8% |
| Admin fee / account holder | $2,046 | $9,013-77.3% | $12,098-83.1% | $7,234-71.7% |