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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 | $31,471 | $115,917-72.9% | $100,535-68.7% | $158,982-80.2% |
| Participation rate | 44.4% | 81.6%-37.2pp | 79.4%-35.0pp | 82.0%-37.5pp |
| Annual return | 15.38% | 34.80%-19.4pp | 30.90%-15.5pp | 302.99%-287.6pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $714 | $6,677-89.3% | $6,271-88.6% | $5,983-88.1% |
| Admin fee / account holder | $451 | $11,002-95.9% | $8,085-94.4% | $11,252-96.0% |