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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 | $49,087 | $87,733-44.0% | $106,555-53.9% | $85,847-42.8% |
| Participation rate | 45.2% | 71.9%-26.7pp | 76.1%-30.9pp | 69.3%-24.1pp |
| Annual return | 16.21% | 21.86%-5.6pp | 26.80%-10.6pp | 318.61%-302.4pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $967 | $3,469-72.1% | $4,399-78.0% | $3,952-75.5% |
| Admin fee / account holder | $423 | $6,767-93.8% | $7,408-94.3% | $6,261-93.3% |