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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 | $48,537 | $91,198-46.8% | $178,503-72.8% | $79,856-39.2% |
| Participation rate | 13.8% | 69.2%-55.4pp | 81.9%-68.1pp | 69.6%-55.8pp |
| Annual return | 13.00% | 24.20%-11.2pp | 151.12%-138.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $369 | $3,237-88.6% | $5,202-92.9% | $3,741-90.1% |
| Admin fee / account holder | $2,610 | $6,748-61.3% | $13,987-81.3% | $5,306-50.8% |