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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 | $38,693 | $54,757-29.3% | $90,300-57.2% | $72,983-47.0% |
| Participation rate | 41.5% | 65.1%-23.6pp | 73.3%-31.8pp | 69.5%-28.0pp |
| Annual return | 87.98% | 30.63%+57.3pp | 78.11%+9.9pp | 81.01%+7.0pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $745 | $2,887-74.2% | $3,884-80.8% | $3,608-79.3% |
| Admin fee / account holder | $2,305 | $3,972-42.0% | $5,353-56.9% | $5,124-55.0% |