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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 | $78,155 | $118,496-34.0% | $98,461-20.6% | $139,466-44.0% |
| Participation rate | 37.5% | 77.5%-40.0pp | 75.2%-37.7pp | 80.3%-42.8pp |
| Annual return | 14.11% | 18.96%-4.8pp | 21.17%-7.1pp | 373.66%-359.6pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,373 | $5,393-74.5% | $4,738-71.0% | $6,712-79.5% |
| Admin fee / account holder | $1,571 | $14,056-88.8% | $8,961-82.5% | $11,409-86.2% |