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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 | $42,684 | $81,208-47.4% | $98,920-56.9% | $79,852-46.5% |
| Participation rate | 38.6% | 72.5%-33.9pp | 76.0%-37.5pp | 69.6%-31.1pp |
| Annual return | 16.24% | 60.99%-44.8pp | 196.47%-180.2pp | 31.72%-15.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,363 | $3,265-58.3% | $4,245-67.9% | $3,740-63.6% |
| Admin fee / account holder | $1,562 | $6,013-74.0% | $6,643-76.5% | $5,306-70.6% |