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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 | $107,166 | $156,616-31.6% | $133,346-19.6% | $198,609-46.0% |
| Participation rate | 47.1% | 77.7%-30.7pp | 72.8%-25.8pp | 82.4%-35.3pp |
| Annual return | 14.90% | 44.25%-29.4pp | 36.85%-22.0pp | 202.70%-187.8pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,267 | $4,920-74.2% | $4,332-70.7% | $6,977-81.8% |
| Admin fee / account holder | $1,157 | $17,468-93.4% | $14,264-91.9% | $19,030-93.9% |