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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 | $55,641 | $78,707-29.3% | $117,861-52.8% | $70,126-20.7% |
| Participation rate | 44.9% | 73.2%-28.3pp | 79.7%-34.8pp | 69.5%-24.6pp |
| Annual return | 17.16% | 23.30%-6.1pp | 335.11%-317.9pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $500 | $3,297-84.8% | $4,482-88.8% | $3,332-85.0% |
| Admin fee / account holder | $3,047 | $5,066-39.9% | $8,021-62.0% | $4,645-34.4% |