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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 | $58,509 | $109,359-46.5% | $162,171-63.9% | $72,983-19.8% |
| Participation rate | 32.0% | 84.3%-52.3pp | 87.6%-55.6pp | 69.5%-37.5pp |
| Annual return | 20.16% | 25.46%-5.3pp | 115.60%-95.4pp | 81.01%-60.9pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,250 | $5,481-59.0% | $7,297-69.2% | $3,608-37.6% |
| Admin fee / account holder | $3,634 | $7,972-54.4% | $10,843-66.5% | $5,124-29.1% |