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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 | $32,621 | $52,911-38.3% | $73,309-55.5% | $59,633-45.3% |
| Participation rate | 60.6% | 68.2%-7.7pp | 74.9%-14.3pp | 68.7%-8.1pp |
| Annual return | 0.43% | 12.20%-11.8pp | 5.67%-5.2pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $233 | $1,909-87.8% | $3,237-92.8% | $2,203-89.4% |
| Participant deferral / active EE | $1,384 | $4,069-66.0% | $4,991-72.3% | $3,192-56.7% |
| Admin fee / account holder | $2,813 | $3,835-26.6% | $5,635-50.1% | $4,297-34.5% |