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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 | $68,198 | $104,709-34.9% | $85,705-20.4% | $167,553-59.3% |
| Participation rate | 57.1% | 76.4%-19.2pp | 69.9%-12.7pp | 82.1%-25.0pp |
| Annual return | 15.43% | 21.45%-6.0pp | 21.49%-6.1pp | 478.89%-463.5pp |
| Employer contribution / active EE | $0 | $3,338-100.0% | $2,619-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $984 | $4,827-79.6% | $3,924-74.9% | $6,343-84.5% |
| Admin fee / account holder | $1,543 | $10,036-84.6% | $6,877-77.6% | $12,316-87.5% |