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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 | $56,666 | $81,208-30.2% | $98,920-42.7% | $79,856-29.0% |
| Participation rate | 23.7% | 72.5%-48.8pp | 76.0%-52.3pp | 69.6%-45.9pp |
| Annual return | 17.25% | 60.99%-43.7pp | 196.47%-179.2pp | 31.71%-14.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $567 | $3,265-82.6% | $4,245-86.6% | $3,741-84.8% |
| Admin fee / account holder | $3,352 | $6,013-44.3% | $6,643-49.5% | $5,306-36.8% |