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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 | $54,472 | $91,760-40.6% | $156,181-65.1% | $67,986-19.9% |
| Participation rate | 27.7% | 65.0%-37.3pp | 78.8%-51.1pp | 57.2%-29.5pp |
| Annual return | 13.99% | 18.14%-4.2pp | 64.87%-50.9pp | 31.67%-17.7pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,183 | $3,960-70.1% | $6,132-80.7% | $3,358-64.8% |
| Admin fee / account holder | $5,090 | $3,949+28.9% | $14,586-65.1% | $3,203+58.9% |