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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 | $37,293 | $93,617-60.2% | $135,982-72.6% | $75,177-50.4% |
| Participation rate | 67.7% | 75.2%-7.5pp | 81.9%-14.2pp | 67.2%+0.5pp |
| Annual return | 15.53% | 30.89%-15.4pp | 68.32%-52.8pp | 160.75%-145.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,504 | $6,406-76.5% | $7,760-80.6% | $4,126-63.5% |
| Admin fee / account holder | $1,356 | $6,980-80.6% | $10,767-87.4% | $5,651-76.0% |