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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 | $47,979 | $58,828-18.4% | $78,002-38.5% | $62,881-23.7% |
| Participation rate | 64.0% | 71.1%-7.1pp | 75.5%-11.6pp | 69.3%-5.4pp |
| Annual return | 9.24% | 17.16%-7.9pp | 425.99%-416.7pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,112 | $2,686-58.6% | $3,497-68.2% | $3,203-65.3% |
| Admin fee / account holder | $821 | $4,393-81.3% | $5,481-85.0% | $4,296-80.9% |