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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 | $37,911 | $80,705-53.0% | $115,768-67.3% | $67,986-44.2% |
| Participation rate | 12.5% | 63.0%-50.5pp | 74.4%-61.9pp | 57.2%-44.7pp |
| Annual return | 16.44% | 18.49%-2.0pp | 100.46%-84.0pp | 31.67%-15.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $996 | $3,559-72.0% | $4,917-79.8% | $3,358-70.4% |
| Admin fee / account holder | $450 | $4,135-89.1% | $12,439-96.4% | $3,203-85.9% |