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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 | $52,021 | $58,828-11.6% | $78,002-33.3% | $62,881-17.3% |
| Participation rate | 33.3% | 71.1%-37.7pp | 75.5%-42.2pp | 69.3%-36.0pp |
| Annual return | 9.18% | 17.16%-8.0pp | 425.99%-416.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $940 | $2,686-65.0% | $3,497-73.1% | $3,203-70.6% |
| Admin fee / account holder | $4,537 | $4,393+3.3% | $5,481-17.2% | $4,296+5.6% |