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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 | $35,185 | $80,705-56.4% | $115,768-69.6% | $67,986-48.2% |
| Participation rate | 8.6% | 63.0%-54.4pp | 74.4%-65.8pp | 57.2%-48.6pp |
| Annual return | 13.75% | 18.49%-4.7pp | 100.46%-86.7pp | 31.67%-17.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $427 | $3,559-88.0% | $4,917-91.3% | $3,358-87.3% |
| Admin fee / account holder | $2,446 | $4,135-40.9% | $12,439-80.3% | $3,203-23.6% |