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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 | $25,442 | $56,134-54.7% | $96,161-73.5% | $85,856-70.4% |
| Participation rate | 51.4% | 56.7%-5.3pp | 68.4%-17.0pp | 69.3%-17.9pp |
| Annual return | 16.96% | 42.30%-25.3pp | 192.01%-175.0pp | 318.58%-301.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,798-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $647 | $2,858-77.4% | $4,349-85.1% | $3,952-83.6% |
| Admin fee / account holder | $538 | $3,769-85.7% | $5,538-90.3% | $6,261-91.4% |