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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 | $45,965 | $78,672-41.6% | $109,163-57.9% | $85,856-46.5% |
| Participation rate | 45.5% | 68.3%-22.8pp | 75.9%-30.4pp | 69.3%-23.9pp |
| Annual return | 16.08% | 25.09%-9.0pp | 25.75%-9.7pp | 318.58%-302.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $558 | $3,467-83.9% | $4,654-88.0% | $3,952-85.9% |
| Admin fee / account holder | $6,570 | $5,470+20.1% | $6,754-2.7% | $6,261+4.9% |