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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 | $29,575 | $78,707-62.4% | $117,861-74.9% | $70,126-57.8% |
| Participation rate | 19.4% | 73.2%-53.8pp | 79.7%-60.3pp | 69.5%-50.2pp |
| Annual return | 20.58% | 23.30%-2.7pp | 335.11%-314.5pp | 73.15%-52.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $572 | $3,297-82.6% | $4,482-87.2% | $3,332-82.8% |
| Admin fee / account holder | $3,568 | $5,066-29.6% | $8,021-55.5% | $4,645-23.2% |