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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 | $49,732 | $79,209-37.2% | $102,434-51.4% | $74,459-33.2% |
| Participation rate | 32.5% | 74.8%-42.3pp | 76.5%-44.0pp | 67.2%-34.7pp |
| Annual return | 24.53% | 54.98%-30.5pp | 29.46%-4.9pp | 1369.70%-1345.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,869 | $4,417-57.7% | $5,055-63.0% | $4,350-57.0% |
| Admin fee / account holder | $6,248 | $2,002+212.1% | $9,462-34.0% | $1,945+221.3% |