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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 | $37,360 | $52,380-28.7% | $98,864-62.2% | $85,851-56.5% |
| Participation rate | 46.9% | 58.0%-11.1pp | 65.7%-18.9pp | 69.3%-22.4pp |
| Annual return | 0.00% | 25.82%-25.8pp | 50.03%-50.0pp | 318.63%-318.6pp |
| Employer contribution / active EE | $486 | $1,337-63.7% | $2,070-76.5% | $2,565-81.1% |
| Participant deferral / active EE | $619 | $2,101-70.5% | $3,037-79.6% | $3,952-84.3% |
| Admin fee / account holder | $453 | $3,865-88.3% | $4,080-88.9% | $6,261-92.8% |