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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 | $41,225 | $96,731-57.4% | $123,973-66.7% | $86,983-52.6% |
| Participation rate | 51.5% | 70.0%-18.5pp | 76.7%-25.1pp | 69.5%-18.0pp |
| Annual return | 16.24% | 17.33%-1.1pp | 388.13%-371.9pp | 25.83%-9.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,276 | $4,152-69.3% | $5,247-75.7% | $4,194-69.6% |
| Admin fee / account holder | $462 | $8,722-94.7% | $11,799-96.1% | $7,856-94.1% |