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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 | $53,993 | $89,370-39.6% | $141,197-61.8% | $72,976-26.0% |
| Participation rate | 46.2% | 75.1%-29.0pp | 82.5%-36.3pp | 69.5%-23.3pp |
| Annual return | 21.19% | 111.88%-90.7pp | 71.41%-50.2pp | 81.02%-59.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,991 | $5,419-63.3% | $6,710-70.3% | $3,608-44.8% |
| Admin fee / account holder | $352 | $5,957-94.1% | $10,265-96.6% | $5,124-93.1% |