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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 | $44,262 | $67,411-34.3% | $91,004-51.4% | $70,126-36.9% |
| Participation rate | 44.1% | 71.4%-27.2pp | 75.6%-31.5pp | 69.5%-25.4pp |
| Annual return | 15.29% | -40.16%+55.5pp | 4.60%+10.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $988 | $2,823-65.0% | $3,548-72.1% | $3,332-70.3% |
| Admin fee / account holder | $1,578 | $4,236-62.8% | $5,417-70.9% | $4,645-66.0% |