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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 | $48,585 | $76,696-36.7% | $96,538-49.7% | $71,529-32.1% |
| Participation rate | 13.7% | 66.6%-52.8pp | 74.3%-60.6pp | 67.9%-54.2pp |
| Annual return | 22.29% | 48.32%-26.0pp | 35.74%-13.5pp | 28.97%-6.7pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $936 | $3,770-75.2% | $4,880-80.8% | $4,291-78.2% |
| Admin fee / account holder | $400 | $2,030-80.3% | $6,737-94.1% | $1,588-74.8% |