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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 | $41,977 | $94,031-55.4% | $115,768-63.7% | $82,448-49.1% |
| Participation rate | 17.9% | 70.4%-52.6pp | 74.4%-56.5pp | 68.1%-50.2pp |
| Annual return | 18.28% | 20.61%-2.3pp | 100.46%-82.2pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,210 | $3,972-69.5% | $4,917-75.4% | $4,139-70.8% |
| Admin fee / account holder | $435 | $10,249-95.8% | $12,439-96.5% | $7,234-94.0% |