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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 | $60,498 | $89,259-32.2% | $107,187-43.6% | $82,637-26.8% |
| Participation rate | 22.7% | 67.9%-45.2pp | 75.0%-52.3pp | 68.1%-45.3pp |
| Annual return | 18.06% | 21.02%-3.0pp | 204.55%-186.5pp | 53.51%-35.4pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $864 | $4,037-78.6% | $5,096-83.1% | $4,126-79.1% |
| Admin fee / account holder | $4,114 | $7,381-44.3% | $9,162-55.1% | $7,339-43.9% |