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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 | $59,477 | $76,383-22.1% | $121,663-51.1% | $64,340-7.6% |
| Participation rate | 24.0% | 60.4%-36.4pp | 74.5%-50.5pp | 55.2%-31.2pp |
| Annual return | 13.77% | 16.98%-3.2pp | 147.54%-133.8pp | 24.14%-10.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,053 | $3,149-66.6% | $4,887-78.5% | $2,980-64.7% |
| Admin fee / account holder | $2,899 | $4,142-30.0% | $14,289-79.7% | $3,703-21.7% |