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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 | $32,468 | $78,425-58.6% | $95,956-66.2% | $79,858-59.3% |
| Participation rate | 38.9% | 73.5%-34.6pp | 77.1%-38.2pp | 69.6%-30.7pp |
| Annual return | 11.25% | 19.37%-8.1pp | 91.63%-80.4pp | 31.72%-20.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $878 | $3,440-74.5% | $4,167-78.9% | $3,740-76.5% |
| Admin fee / account holder | $669 | $5,622-88.1% | $6,797-90.2% | $5,306-87.4% |