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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 | $44,215 | $50,554-12.5% | $67,681-34.7% | $87,485-49.5% |
| Participation rate | 21.3% | 67.7%-46.5pp | 73.7%-52.5pp | 68.9%-47.7pp |
| Annual return | 11.00% | 17.81%-6.8pp | 590.58%-579.6pp | 26.06%-15.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $771 | $2,961-74.0% | $3,976-80.6% | $4,274-82.0% |
| Admin fee / account holder | $1,173 | $4,132-71.6% | $6,100-80.8% | $7,775-84.9% |