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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 | $50,103 | $54,541-8.1% | $78,778-36.4% | $70,131-28.6% |
| Participation rate | 23.1% | 60.8%-37.7pp | 69.2%-46.1pp | 69.5%-46.5pp |
| Annual return | 16.05% | 21.07%-5.0pp | 35.62%-19.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $939 | $2,210-57.5% | $2,958-68.3% | $3,332-71.8% |
| Admin fee / account holder | $1,182 | $3,709-68.1% | $5,134-77.0% | $4,645-74.6% |