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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 | $29,420 | $88,672-66.8% | $105,223-72.0% | $82,448-64.3% |
| Participation rate | 18.5% | 67.9%-49.4pp | 75.0%-56.5pp | 68.1%-49.5pp |
| Annual return | 17.15% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $646 | $4,036-84.0% | $5,072-87.3% | $4,139-84.4% |
| Admin fee / account holder | $441 | $7,146-93.8% | $8,859-95.0% | $7,234-93.9% |