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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 | $27,786 | $117,846-76.4% | $102,434-72.9% | $145,884-81.0% |
| Participation rate | 45.5% | 78.6%-33.2pp | 76.5%-31.1pp | 80.3%-34.8pp |
| Annual return | 10.95% | 31.90%-20.9pp | 29.46%-18.5pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,668 | $5,733-70.9% | $5,055-67.0% | $6,690-75.1% |
| Admin fee / account holder | $2,367 | $13,356-82.3% | $9,462-75.0% | $13,392-82.3% |