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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 | $43,225 | $89,364-51.6% | $141,177-69.4% | $72,983-40.8% |
| Participation rate | 46.3% | 75.1%-28.8pp | 82.5%-36.1pp | 69.5%-23.1pp |
| Annual return | 171.97% | 111.86%+60.1pp | 71.40%+100.6pp | 81.01%+91.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,890 | $5,419-65.1% | $6,710-71.8% | $3,608-47.6% |
| Admin fee / account holder | $696 | $5,959-88.3% | $10,263-93.2% | $5,124-86.4% |