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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 | $59,818 | $138,385-56.8% | $184,200-67.5% | $80,874-26.0% |
| Participation rate | 48.1% | 83.9%-35.7pp | 86.8%-38.7pp | 67.6%-19.5pp |
| Annual return | 41.00% | 20.02%+21.0pp | 28.80%+12.2pp | 35.62%+5.4pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,977 | $7,073-72.0% | $9,132-78.4% | $4,297-54.0% |
| Admin fee / account holder | $6,107 | $10,483-41.7% | $13,907-56.1% | $6,935-11.9% |