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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 | $31,936 | $58,828-45.7% | $78,002-59.1% | $62,881-49.2% |
| Participation rate | 31.3% | 71.1%-39.8pp | 75.5%-44.3pp | 69.3%-38.1pp |
| Annual return | 8.98% | 17.16%-8.2pp | 425.99%-417.0pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $552 | $2,686-79.5% | $3,497-84.2% | $3,203-82.8% |
| Admin fee / account holder | $327 | $4,393-92.6% | $5,481-94.0% | $4,296-92.4% |