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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 | $36,671 | $84,236-56.5% | $170,435-78.5% | $70,126-47.7% |
| Participation rate | 12.7% | 70.8%-58.2pp | 83.6%-70.9pp | 69.5%-56.9pp |
| Annual return | 19.93% | 23.06%-3.1pp | 205.94%-186.0pp | 73.15%-53.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $459 | $3,086-85.1% | $4,939-90.7% | $3,332-86.2% |
| Admin fee / account holder | $2,902 | $5,698-49.1% | $13,881-79.1% | $4,645-37.5% |