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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 | $30,100 | $117,846-74.5% | $102,434-70.6% | $145,884-79.4% |
| Participation rate | 47.4% | 78.6%-31.3pp | 76.5%-29.1pp | 80.3%-32.9pp |
| Annual return | 10.27% | 31.90%-21.6pp | 29.46%-19.2pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,108 | $5,733-80.7% | $5,055-78.1% | $6,690-83.4% |
| Admin fee / account holder | $2,098 | $13,356-84.3% | $9,462-77.8% | $13,392-84.3% |