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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 | $37,481 | $106,267-64.7% | $96,520-61.2% | $139,456-73.1% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 11.80% | 38.45%-26.7pp | 35.72%-23.9pp | 373.45%-361.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $998 | $5,454-81.7% | $4,879-79.5% | $6,711-85.1% |
| Admin fee / account holder | $340 | $7,882-95.7% | $6,733-94.9% | $11,407-97.0% |