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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 | $40,481 | $63,861-36.6% | $104,614-61.3% | $79,858-49.3% |
| Participation rate | 47.9% | 64.9%-17.0pp | 74.1%-26.2pp | 69.6%-21.7pp |
| Annual return | 14.93% | 21.30%-6.4pp | 340.56%-325.6pp | 31.72%-16.8pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $696 | $2,693-74.1% | $3,739-81.4% | $3,740-81.4% |
| Admin fee / account holder | $3,200 | $4,185-23.5% | $6,464-50.5% | $5,306-39.7% |