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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 | $64,256 | $98,776-34.9% | $149,745-57.1% | $79,856-19.5% |
| Participation rate | 33.3% | 75.8%-42.5pp | 82.5%-49.1pp | 69.6%-36.3pp |
| Annual return | 12.72% | 27.38%-14.7pp | 276.72%-264.0pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,741 | $5,681-69.4% | $6,843-74.6% | $3,741-53.5% |
| Admin fee / account holder | $2,781 | $6,053-54.1% | $9,312-70.1% | $5,306-47.6% |