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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 | $48,277 | $91,179-47.1% | $178,499-73.0% | $79,852-39.5% |
| Participation rate | 24.3% | 69.2%-44.9pp | 81.9%-57.6pp | 69.6%-45.3pp |
| Annual return | 12.81% | 24.19%-11.4pp | 151.10%-138.3pp | 31.72%-18.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $327 | $3,236-89.9% | $5,202-93.7% | $3,740-91.3% |
| Admin fee / account holder | $2,338 | $6,749-65.4% | $13,986-83.3% | $5,306-55.9% |