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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 | $46,538 | $94,436-50.7% | $115,599-59.7% | $82,637-43.7% |
| Participation rate | 45.3% | 70.4%-25.1pp | 74.3%-29.0pp | 68.1%-22.8pp |
| Annual return | 16.91% | 18.37%-1.5pp | 111.10%-94.2pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,537 | $3,955-61.1% | $4,889-68.6% | $4,126-62.8% |
| Admin fee / account holder | $9,958 | $10,328-3.6% | $12,841-22.5% | $7,339+35.7% |