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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 | $47,450 | $70,418-32.6% | $96,570-50.9% | $85,847-44.7% |
| Participation rate | 42.9% | 61.8%-19.0pp | 69.8%-27.0pp | 69.3%-26.5pp |
| Annual return | 14.39% | 18.59%-4.2pp | 37.79%-23.4pp | 318.61%-304.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,154 | $2,894-60.1% | $3,849-70.0% | $3,952-70.8% |
| Admin fee / account holder | $433 | $4,995-91.3% | $6,182-93.0% | $6,261-93.1% |