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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 | $54,323 | $97,027-44.0% | $83,323-34.8% | $135,382-59.9% |
| Participation rate | 58.3% | 80.4%-22.1pp | 77.8%-19.4pp | 82.6%-24.3pp |
| Annual return | 38.99% | 12.31%+26.7pp | 10.63%+28.4pp | 519.77%-480.8pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,571 | $5,964-73.7% | $5,565-71.8% | $5,609-72.0% |
| Admin fee / account holder | $4,448 | $8,427-47.2% | $7,539-41.0% | $10,829-58.9% |