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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 | $59,987 | $114,013-47.4% | $103,693-42.1% | $155,188-61.3% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.8pp | 80.8%-37.9pp |
| Annual return | 17.68% | 49.31%-31.6pp | 47.61%-29.9pp | 148.84%-131.2pp |
| Employer contribution / active EE | $4,113 | $3,131+31.4% | $2,920+40.8% | $4,248-3.2% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $310 | $8,407-96.3% | $7,858-96.1% | $14,480-97.9% |