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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 | $40,587 | $110,483-63.3% | $145,433-72.1% | $79,634-49.0% |
| Participation rate | 11.6% | 71.1%-59.5pp | 82.1%-70.6pp | 62.5%-50.9pp |
| Annual return | 19.38% | 24.62%-5.2pp | 66.58%-47.2pp | 36.46%-17.1pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,306 | $7,216-81.9% | $7,897-83.5% | $3,835-65.9% |
| Admin fee / account holder | $304 | $680-55.3% | $13,129-97.7% | $1,002-69.7% |