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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 | $36,517 | $48,364-24.5% | $71,796-49.1% | $62,881-41.9% |
| Participation rate | 24.2% | 60.6%-36.4pp | 69.1%-44.9pp | 69.3%-45.1pp |
| Annual return | 7.76% | 13.16%-5.4pp | 78.04%-70.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $812 | $2,091-61.2% | $2,794-70.9% | $3,203-74.6% |
| Admin fee / account holder | $2,937 | $3,771-22.1% | $4,815-39.0% | $4,296-31.6% |