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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 | $69,981 | $88,672-21.1% | $105,223-33.5% | $82,448-15.1% |
| Participation rate | 28.8% | 67.9%-39.2pp | 75.0%-46.3pp | 68.1%-39.3pp |
| Annual return | 17.87% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,300 | $4,036-67.8% | $5,072-74.4% | $4,139-68.6% |
| Admin fee / account holder | $933 | $7,146-86.9% | $8,859-89.5% | $7,234-87.1% |