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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 | $56,621 | $109,359-48.2% | $162,177-65.1% | $72,975-22.4% |
| Participation rate | 32.7% | 84.3%-51.6pp | 87.6%-54.9pp | 69.5%-36.8pp |
| Annual return | 22.04% | 25.46%-3.4pp | 115.60%-93.6pp | 81.01%-59.0pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,526 | $5,481-53.9% | $7,297-65.4% | $3,608-30.0% |
| Admin fee / account holder | $1,400 | $7,972-82.4% | $10,843-87.1% | $5,124-72.7% |