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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 | $71,624 | $98,766-27.5% | $149,730-52.2% | $79,852-10.3% |
| Participation rate | 44.4% | 75.8%-31.3pp | 82.5%-38.0pp | 69.6%-25.2pp |
| Annual return | 12.48% | 27.43%-14.9pp | 276.70%-264.2pp | 31.72%-19.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,200 | $5,681-61.3% | $6,843-67.8% | $3,740-41.2% |
| Admin fee / account holder | $1,512 | $6,052-75.0% | $9,310-83.8% | $5,306-71.5% |