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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 | $130,415 | $78,423+66.3% | $95,964+35.9% | $79,856+63.3% |
| Participation rate | 48.9% | 73.5%-24.6pp | 77.1%-28.2pp | 69.6%-20.8pp |
| Annual return | 13.60% | 19.37%-5.8pp | 91.64%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,343 | $3,440-61.0% | $4,167-67.8% | $3,741-64.1% |
| Admin fee / account holder | $569 | $5,622-89.9% | $6,797-91.6% | $5,306-89.3% |