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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 | $57,931 | $114,119-49.2% | $107,187-46.0% | $138,895-58.3% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.0%-20.0pp | 79.9%-24.9pp |
| Annual return | 11.37% | 273.21%-261.8pp | 204.55%-193.2pp | 145.39%-134.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,287 | $5,538-76.8% | $5,096-74.7% | $6,396-79.9% |
| Admin fee / account holder | $1,669 | $10,024-83.3% | $9,162-81.8% | $12,562-86.7% |