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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 | $45,883 | $142,430-67.8% | $115,170-60.2% | $152,885-70.0% |
| Participation rate | 60.0% | 82.4%-22.4pp | 75.9%-15.9pp | 82.5%-22.5pp |
| Annual return | 14.83% | 41.48%-26.6pp | 35.60%-20.8pp | 345.39%-330.6pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,379 | $5,165-73.3% | $4,169-66.9% | $5,851-76.4% |
| Admin fee / account holder | $5,121 | $8,464-39.5% | $7,089-27.8% | $11,598-55.8% |