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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 | $59,537 | $77,908-23.6% | $149,696-60.2% | $75,173-20.8% |
| Participation rate | 30.6% | 65.6%-35.0pp | 78.8%-48.2pp | 67.2%-36.6pp |
| Annual return | 19.97% | 31.73%-11.8pp | 134.46%-114.5pp | 160.72%-140.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $830 | $3,411-75.7% | $5,682-85.4% | $4,126-79.9% |
| Admin fee / account holder | $1,256 | $5,950-78.9% | $13,212-90.5% | $5,651-77.8% |