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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 | $30,884 | $93,589-67.0% | $135,942-77.3% | $75,181-58.9% |
| Participation rate | 22.2% | 75.2%-53.0pp | 81.9%-59.7pp | 67.2%-45.0pp |
| Annual return | 20.57% | 30.90%-10.3pp | 68.28%-47.7pp | 160.69%-140.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,034 | $6,405-68.2% | $7,759-73.8% | $4,126-50.7% |
| Admin fee / account holder | $3,859 | $6,977-44.7% | $10,764-64.2% | $5,650-31.7% |