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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 | $33,949 | $115,814-70.7% | $101,275-66.5% | $158,982-78.6% |
| Participation rate | 13.6% | 79.4%-65.7pp | 75.8%-62.2pp | 82.0%-68.3pp |
| Annual return | 11.52% | 56.16%-44.6pp | 46.48%-35.0pp | 302.99%-291.5pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $557 | $4,958-88.8% | $4,371-87.3% | $5,983-90.7% |
| Admin fee / account holder | $2,378 | $7,249-67.2% | $5,948-60.0% | $11,252-78.9% |