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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 | $42,575 | $94,031-54.7% | $115,768-63.2% | $82,448-48.4% |
| Participation rate | 63.4% | 70.4%-7.0pp | 74.4%-11.0pp | 68.1%-4.7pp |
| Annual return | 16.20% | 20.61%-4.4pp | 100.46%-84.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $953 | $3,972-76.0% | $4,917-80.6% | $4,139-77.0% |
| Admin fee / account holder | $356 | $10,249-96.5% | $12,439-97.1% | $7,234-95.1% |