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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 | $60,583 | $91,559-33.8% | $133,971-54.8% | $79,852-24.1% |
| Participation rate | 35.1% | 73.3%-38.3pp | 79.8%-44.8pp | 69.6%-34.6pp |
| Annual return | 11.45% | 61.85%-50.4pp | 45.09%-33.6pp | 31.72%-20.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $729 | $3,734-80.5% | $5,047-85.6% | $3,740-80.5% |
| Admin fee / account holder | $2,070 | $6,321-67.3% | $8,929-76.8% | $5,306-61.0% |