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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 | $56,420 | $103,392-45.4% | $87,104-35.2% | $152,897-63.1% |
| Participation rate | 41.2% | 79.4%-38.2pp | 76.9%-35.7pp | 82.5%-41.3pp |
| Annual return | 19.73% | 28.10%-8.4pp | 28.19%-8.5pp | 345.43%-325.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $615 | $4,778-87.1% | $4,048-84.8% | $5,851-89.5% |
| Admin fee / account holder | $317 | $12,194-97.4% | $7,491-95.8% | $11,599-97.3% |