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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 | $31,620 | $86,298-63.4% | $111,308-71.6% | $85,847-63.2% |
| Participation rate | 25.3% | 73.3%-48.1pp | 77.3%-52.0pp | 69.3%-44.0pp |
| Annual return | 12.54% | 19.99%-7.4pp | 54.67%-42.1pp | 318.61%-306.1pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,063 | $3,641-70.8% | $4,487-76.3% | $3,952-73.1% |
| Admin fee / account holder | $625 | $8,189-92.4% | $7,965-92.2% | $6,261-90.0% |