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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 | $38,711 | $162,785-76.2% | $133,959-71.1% | $158,950-75.6% |
| Participation rate | 53.3% | 83.2%-29.9pp | 79.8%-26.5pp | 82.0%-28.6pp |
| Annual return | 18.90% | 41.94%-23.0pp | 45.09%-26.2pp | 302.91%-284.0pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $574 | $5,910-90.3% | $5,047-88.6% | $5,983-90.4% |
| Admin fee / account holder | $2,310 | $11,738-80.3% | $8,928-74.1% | $11,248-79.5% |