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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 | $48,930 | $55,902-12.5% | $76,030-35.6% | $80,959-39.6% |
| Participation rate | 10.2% | 62.1%-51.9pp | 69.1%-58.9pp | 67.7%-57.5pp |
| Annual return | 19.37% | 20.59%-1.2pp | 361.54%-342.2pp | 35.67%-16.3pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $555 | $3,051-81.8% | $4,257-87.0% | $4,300-87.1% |
| Admin fee / account holder | $1,702 | $5,239-67.5% | $6,421-73.5% | $6,925-75.4% |