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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 | $63,666 | $45,343+40.4% | $150,298-57.6% | $67,986-6.4% |
| Participation rate | 7.1% | 51.9%-44.7pp | 77.8%-70.6pp | 57.2%-50.1pp |
| Annual return | 13.15% | 33.28%-20.1pp | 62.79%-49.6pp | 31.67%-18.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $505 | $2,055-75.4% | $5,453-90.7% | $3,358-85.0% |
| Admin fee / account holder | $1,156 | $2,250-48.6% | $14,116-91.8% | $3,203-63.9% |