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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 | $35,295 | $77,908-54.7% | $149,696-76.4% | $75,173-53.0% |
| Participation rate | 22.5% | 65.6%-43.1pp | 78.8%-56.3pp | 67.2%-44.7pp |
| Annual return | 15.89% | 31.73%-15.8pp | 134.46%-118.6pp | 160.72%-144.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $553 | $3,411-83.8% | $5,682-90.3% | $4,126-86.6% |
| Admin fee / account holder | $1,686 | $5,950-71.7% | $13,212-87.2% | $5,651-70.2% |