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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 | $30,959 | $76,312-59.4% | $67,221-53.9% | $158,982-80.5% |
| Participation rate | 30.8% | 84.3%-53.5pp | 79.4%-48.6pp | 82.0%-51.2pp |
| Annual return | 15.67% | 22.77%-7.1pp | 20.72%-5.1pp | 302.99%-287.3pp |
| Employer contribution / active EE | $0 | $4,476-100.0% | $3,723-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,096 | $5,264-79.2% | $4,384-75.0% | $5,983-81.7% |
| Admin fee / account holder | $793 | $8,005-90.1% | $5,844-86.4% | $11,252-93.0% |