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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 | $19,259 | $46,072-58.2% | $69,779-72.4% | $55,167-65.1% |
| Participation rate | 44.0% | 67.5%-23.5pp | 71.8%-27.8pp | 69.0%-25.0pp |
| Annual return | 0.00% | 8.68%-8.7pp | 12.99%-13.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $733 | $2,344-68.7% | $2,931-75.0% | $3,054-76.0% |
| Admin fee / account holder | $1,758 | $428+311.1% | $4,381-59.9% | $504+248.8% |