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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 | $31,779 | $77,638-59.1% | $156,551-79.7% | $62,881-49.5% |
| Participation rate | 46.7% | 71.2%-24.5pp | 84.0%-37.3pp | 69.3%-22.6pp |
| Annual return | 5.76% | 50.33%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $204 | $3,046-93.3% | $4,871-95.8% | $3,203-93.6% |
| Admin fee / account holder | $1,152 | $5,561-79.3% | $13,028-91.2% | $4,296-73.2% |