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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 | $67,281 | $99,875-32.6% | $146,866-54.2% | $86,983-22.7% |
| Participation rate | 23.3% | 75.8%-52.5pp | 82.5%-59.2pp | 69.5%-46.2pp |
| Annual return | 18.99% | 28.10%-9.1pp | 102.85%-83.9pp | 25.83%-6.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $614 | $6,322-90.3% | $7,759-92.1% | $4,194-85.4% |
| Admin fee / account holder | $654 | $7,838-91.7% | $13,620-95.2% | $7,856-91.7% |