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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 | $70,656 | $78,705-10.2% | $117,860-40.1% | $70,124+0.8% |
| Participation rate | 38.6% | 73.2%-34.6pp | 79.7%-41.1pp | 69.5%-30.9pp |
| Annual return | 16.22% | 23.30%-7.1pp | 335.10%-318.9pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,264 | $3,297-61.7% | $4,482-71.8% | $3,332-62.1% |
| Admin fee / account holder | $1,805 | $5,065-64.4% | $8,021-77.5% | $4,645-61.1% |