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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 | $40,521 | $81,276-50.1% | $155,574-74.0% | $80,925-49.9% |
| Participation rate | 9.8% | 66.2%-56.4pp | 78.2%-68.4pp | 67.7%-57.9pp |
| Annual return | 11.11% | 33.36%-22.3pp | 64.87%-53.8pp | 35.65%-24.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $232 | $3,453-93.3% | $5,629-95.9% | $4,299-94.6% |
| Admin fee / account holder | $449 | $7,993-94.4% | $15,914-97.2% | $6,940-93.5% |