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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 | $30,313 | $103,392-70.7% | $87,104-65.2% | $152,897-80.2% |
| Participation rate | 46.7% | 79.4%-32.7pp | 76.9%-30.2pp | 82.5%-35.8pp |
| Annual return | 23.76% | 28.10%-4.3pp | 28.19%-4.4pp | 345.43%-321.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,136 | $4,778-76.2% | $4,048-71.9% | $5,851-80.6% |
| Admin fee / account holder | $403 | $12,194-96.7% | $7,491-94.6% | $11,599-96.5% |