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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 | $38,388 | $49,138-21.9% | $84,021-54.3% | $65,185-41.1% |
| Participation rate | 14.3% | 60.7%-46.5pp | 69.0%-54.7pp | 70.2%-55.9pp |
| Annual return | 21.98% | 23.00%-1.0pp | 71.32%-49.3pp | 29.38%-7.4pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $719 | $2,397-70.0% | $3,239-77.8% | $3,514-79.6% |
| Admin fee / account holder | $1,283 | $543+136.1% | $6,102-79.0% | $847+51.4% |