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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 | $52,338 | $87,733-40.3% | $106,555-50.9% | $85,847-39.0% |
| Participation rate | 23.7% | 71.9%-48.2pp | 76.1%-52.4pp | 69.3%-45.6pp |
| Annual return | 13.58% | 21.86%-8.3pp | 26.80%-13.2pp | 318.61%-305.0pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,014 | $3,469-70.8% | $4,399-76.9% | $3,952-74.3% |
| Admin fee / account holder | $480 | $6,767-92.9% | $7,408-93.5% | $6,261-92.3% |