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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 | $38,227 | $58,828-35.0% | $78,002-51.0% | $62,881-39.2% |
| Participation rate | 37.2% | 71.1%-33.9pp | 75.5%-38.3pp | 69.3%-32.1pp |
| Annual return | 10.04% | 17.16%-7.1pp | 425.99%-415.9pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $690 | $2,686-74.3% | $3,497-80.3% | $3,203-78.5% |
| Admin fee / account holder | $397 | $4,393-91.0% | $5,481-92.8% | $4,296-90.8% |