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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 | $42,271 | $96,731-56.3% | $123,973-65.9% | $86,983-51.4% |
| Participation rate | 61.4% | 70.0%-8.6pp | 76.7%-15.3pp | 69.5%-8.1pp |
| Annual return | 24.95% | 17.33%+7.6pp | 388.13%-363.2pp | 25.83%-0.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $907 | $4,152-78.2% | $5,247-82.7% | $4,194-78.4% |
| Admin fee / account holder | $1,464 | $8,722-83.2% | $11,799-87.6% | $7,856-81.4% |