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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 | $78,500 | $86,288-9.0% | $111,306-29.5% | $85,851-8.6% |
| Participation rate | 44.8% | 73.3%-28.5pp | 77.3%-32.5pp | 69.3%-24.5pp |
| Annual return | 12.59% | 19.99%-7.4pp | 54.67%-42.1pp | 318.63%-306.0pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $779 | $3,641-78.6% | $4,488-82.6% | $3,952-80.3% |
| Admin fee / account holder | $472 | $8,189-94.2% | $7,966-94.1% | $6,261-92.5% |