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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 | $76,473 | $90,400-15.4% | $186,193-58.9% | $87,485-12.6% |
| Participation rate | 41.2% | 66.2%-25.0pp | 77.1%-35.9pp | 68.9%-27.8pp |
| Annual return | 0.00% | 22.15%-22.1pp | 78.03%-78.0pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,386 | $4,330-68.0% | $6,513-78.7% | $4,274-67.6% |
| Admin fee / account holder | $309 | $8,673-96.4% | $11,058-97.2% | $7,775-96.0% |