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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 | $37,212 | $65,027-42.8% | $90,970-59.1% | $79,852-53.4% |
| Participation rate | 24.4% | 61.6%-37.2pp | 69.0%-44.6pp | 69.6%-45.2pp |
| Annual return | 20.56% | 30.45%-9.9pp | 134.58%-114.0pp | 31.72%-11.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $783 | $2,512-68.8% | $3,373-76.8% | $3,740-79.1% |
| Admin fee / account holder | $869 | $4,535-80.8% | $5,960-85.4% | $5,306-83.6% |