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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 | $69,736 | $98,240-29.0% | $82,313-15.3% | $147,585-52.7% |
| Participation rate | 55.0% | 79.7%-24.7pp | 76.9%-21.9pp | 82.8%-27.8pp |
| Annual return | 22.45% | 30.85%-8.4pp | 25.88%-3.4pp | 578.57%-556.1pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $612 | $4,383-86.0% | $3,706-83.5% | $5,439-88.7% |
| Admin fee / account holder | $397 | $8,563-95.4% | $5,608-92.9% | $10,885-96.4% |