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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 | $41,643 | $171,272-75.7% | $127,803-67.4% | $152,885-72.8% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.0%-14.7pp | 82.5%-18.2pp |
| Annual return | 21.66% | 23.54%-1.9pp | 26.14%-4.5pp | 345.39%-323.7pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,749 | $7,043-75.2% | $6,023-71.0% | $5,851-70.1% |
| Admin fee / account holder | $7,789 | $14,540-46.4% | $9,399-17.1% | $11,598-32.8% |