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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 | $24,360 | $77,901-68.7% | $149,717-83.7% | $75,181-67.6% |
| Participation rate | 44.7% | 65.6%-20.8pp | 78.8%-34.0pp | 67.2%-22.5pp |
| Annual return | 13.97% | 31.73%-17.8pp | 134.41%-120.4pp | 160.69%-146.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $743 | $3,411-78.2% | $5,682-86.9% | $4,126-82.0% |
| Admin fee / account holder | $789 | $5,949-86.7% | $13,213-94.0% | $5,650-86.0% |