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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 | $43,851 | $89,370-50.9% | $141,197-68.9% | $72,976-39.9% |
| Participation rate | 28.6% | 75.1%-46.6pp | 82.5%-53.9pp | 69.5%-40.9pp |
| Annual return | 23.78% | 111.88%-88.1pp | 71.41%-47.6pp | 81.02%-57.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,328 | $5,419-75.5% | $6,710-80.2% | $3,608-63.2% |
| Admin fee / account holder | $1,959 | $5,957-67.1% | $10,265-80.9% | $5,124-61.8% |