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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 | $26,944 | $85,060-68.3% | $70,565-61.8% | $139,487-80.7% |
| Participation rate | 46.2% | 73.9%-27.8pp | 68.4%-22.2pp | 80.3%-34.2pp |
| Annual return | 17.08% | 30.39%-13.3pp | 32.79%-15.7pp | 373.84%-356.8pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $376 | $5,891-93.6% | $4,568-91.8% | $6,713-94.4% |
| Admin fee / account holder | $4,227 | $8,932-52.7% | $6,430-34.3% | $11,407-62.9% |