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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 | $43,583 | $110,278-60.5% | $95,740-54.5% | $139,466-68.8% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 12.73% | 27.19%-14.5pp | 28.41%-15.7pp | 373.66%-360.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $527 | $4,674-88.7% | $4,244-87.6% | $6,712-92.1% |
| Admin fee / account holder | $1,478 | $6,613-77.7% | $5,676-74.0% | $11,409-87.0% |