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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 | $17,569 | $26,194-32.9% | - | $79,856-78.0% |
| Participation rate | 21.8% | 49.4%-27.5pp | - | 69.6%-47.8pp |
| Annual return | 0.00% | 42.01%-42.0pp | - | 31.71%-31.7pp |
| Employer contribution / active EE | $124 | $1,555-92.0% | - | $2,471-95.0% |
| Participant deferral / active EE | $177 | $1,743-89.8% | - | $3,741-95.3% |
| Admin fee / account holder | $389 | $2,148-81.9% | - | $5,306-92.7% |