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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 | $65,143 | $141,001-53.8% | $112,228-42.0% | $139,487-53.3% |
| Participation rate | 36.4% | 79.2%-42.8pp | 72.4%-36.1pp | 80.3%-44.0pp |
| Annual return | 18.05% | 32.75%-14.7pp | 30.23%-12.2pp | 373.84%-355.8pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,432-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $187 | $5,877-96.8% | $4,800-96.1% | $6,713-97.2% |
| Admin fee / account holder | $849 | $9,959-91.5% | $7,752-89.0% | $11,407-92.6% |