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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 | $64,818 | $96,731-33.0% | $123,973-47.7% | $86,983-25.5% |
| Participation rate | 54.1% | 70.0%-16.0pp | 76.7%-22.6pp | 69.5%-15.5pp |
| Annual return | 12.52% | 17.33%-4.8pp | 388.13%-375.6pp | 25.83%-13.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,352 | $4,152-67.4% | $5,247-74.2% | $4,194-67.8% |
| Admin fee / account holder | $776 | $8,722-91.1% | $11,799-93.4% | $7,856-90.1% |