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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 | $44,398 | $80,992-45.2% | $96,534-54.0% | $75,173-40.9% |
| Participation rate | 40.4% | 71.8%-31.4pp | 76.0%-35.6pp | 67.2%-26.8pp |
| Annual return | 15.93% | 27.05%-11.1pp | 25.88%-9.9pp | 160.72%-144.8pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,286 | $3,929-67.3% | $4,851-73.5% | $4,126-68.8% |
| Admin fee / account holder | $1,181 | $6,717-82.4% | $8,253-85.7% | $5,651-79.1% |