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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 | $60,625 | $91,559-33.8% | $133,978-54.8% | $79,856-24.1% |
| Participation rate | 33.3% | 73.3%-40.0pp | 79.8%-46.5pp | 69.6%-36.3pp |
| Annual return | 13.25% | 61.85%-48.6pp | 45.10%-31.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,294 | $3,734-65.3% | $5,047-74.4% | $3,741-65.4% |
| Admin fee / account holder | $1,248 | $6,321-80.3% | $8,930-86.0% | $5,306-76.5% |