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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 | $62,805 | $65,041-3.4% | $90,965-31.0% | $79,858-21.4% |
| Participation rate | 23.7% | 61.6%-37.9pp | 69.0%-45.3pp | 69.6%-46.0pp |
| Annual return | 13.89% | 30.45%-16.6pp | 134.57%-120.7pp | 31.72%-17.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $808 | $2,512-67.8% | $3,373-76.0% | $3,740-78.4% |
| Admin fee / account holder | $398 | $4,536-91.2% | $5,960-93.3% | $5,306-92.5% |