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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 | $61,942 | $78,707-21.3% | $117,861-47.4% | $70,126-11.7% |
| Participation rate | 61.1% | 73.2%-12.1pp | 79.7%-18.6pp | 69.5%-8.4pp |
| Annual return | 12.69% | 23.30%-10.6pp | 335.11%-322.4pp | 73.15%-60.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $846 | $3,297-74.3% | $4,482-81.1% | $3,332-74.6% |
| Admin fee / account holder | $3,492 | $5,066-31.1% | $8,021-56.5% | $4,645-24.8% |