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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 | $67,327 | $149,778-55.0% | $118,946-43.4% | $158,950-57.6% |
| Participation rate | 40.9% | 82.1%-41.2pp | 75.4%-34.5pp | 82.0%-41.1pp |
| Annual return | 19.25% | 19.95%-0.7pp | 35.89%-16.6pp | 302.91%-283.7pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $806 | $5,225-84.6% | $4,266-81.1% | $5,983-86.5% |
| Admin fee / account holder | $3,325 | $8,604-61.4% | $6,581-49.5% | $11,248-70.4% |