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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 | $33,763 | $54,573-38.1% | $90,970-62.9% | $73,497-54.1% |
| Participation rate | 11.3% | 61.2%-49.9pp | 69.0%-57.7pp | 70.7%-59.4pp |
| Annual return | 30.43% | 16.69%+13.7pp | 134.60%-104.2pp | 28.51%+1.9pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $939 | $2,517-62.7% | $3,373-72.2% | $3,740-74.9% |
| Admin fee / account holder | $4,735 | $521+808.1% | $5,961-20.6% | $513+822.9% |