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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 | $56,428 | $59,054-4.4% | $97,167-41.9% | $77,671-27.3% |
| Participation rate | 12.2% | 67.9%-55.7pp | 72.7%-60.5pp | 70.6%-58.4pp |
| Annual return | 14.91% | 16.96%-2.1pp | 75.27%-60.4pp | 31.21%-16.3pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,729-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $742 | $3,930-81.1% | $4,264-82.6% | $4,648-84.0% |
| Admin fee / account holder | $2,814 | $346+712.9% | $5,650-50.2% | $430+553.8% |