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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 | $36,954 | $62,672-41.0% | $185,117-80.0% | $70,126-47.3% |
| Participation rate | 25.9% | 63.8%-37.9pp | 77.3%-51.3pp | 69.5%-43.6pp |
| Annual return | 21.14% | 40.79%-19.6pp | 40.50%-19.4pp | 73.15%-52.0pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $685 | $3,272-79.1% | $5,045-86.4% | $3,332-79.4% |
| Admin fee / account holder | $2,826 | $3,932-28.1% | $8,159-65.4% | $4,645-39.2% |