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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 | $44,090 | $56,110-21.4% | $94,993-53.6% | $70,126-37.1% |
| Participation rate | 11.8% | 65.0%-53.2pp | 73.9%-62.0pp | 69.5%-57.7pp |
| Annual return | 15.33% | 51.02%-35.7pp | 27.14%-11.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $247 | $2,391-89.7% | $3,317-92.6% | $3,332-92.6% |
| Admin fee / account holder | $1,200 | $3,456-65.3% | $4,960-75.8% | $4,645-74.2% |