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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 | $36,800 | $89,367-58.8% | $141,191-73.9% | $72,975-49.6% |
| Participation rate | 15.2% | 75.1%-60.0pp | 82.5%-67.3pp | 69.5%-54.3pp |
| Annual return | 25.12% | 111.87%-86.7pp | 71.41%-46.3pp | 81.01%-55.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,108 | $5,419-61.1% | $6,710-68.6% | $3,608-41.6% |
| Admin fee / account holder | $4,694 | $5,957-21.2% | $10,264-54.3% | $5,124-8.4% |