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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 | $56,308 | $91,559-38.5% | $133,978-58.0% | $79,856-29.5% |
| Participation rate | 39.1% | 73.3%-34.3pp | 79.8%-40.8pp | 69.6%-30.6pp |
| Annual return | 20.54% | 61.85%-41.3pp | 45.10%-24.6pp | 31.71%-11.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,200 | $3,734-67.9% | $5,047-76.2% | $3,741-67.9% |
| Admin fee / account holder | $1,110 | $6,321-82.4% | $8,930-87.6% | $5,306-79.1% |