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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 | $27,789 | $91,198-69.5% | $178,503-84.4% | $79,856-65.2% |
| Participation rate | 35.7% | 69.2%-33.5pp | 81.9%-46.2pp | 69.6%-33.9pp |
| Annual return | 10.54% | 24.20%-13.7pp | 151.12%-140.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $574 | $3,237-82.3% | $5,202-89.0% | $3,741-84.7% |
| Admin fee / account holder | $2,138 | $6,748-68.3% | $13,987-84.7% | $5,306-59.7% |