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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 | $40,822 | $81,358-49.8% | $155,556-73.8% | $80,959-49.6% |
| Participation rate | 12.8% | 66.3%-53.4pp | 78.2%-65.4pp | 67.7%-54.8pp |
| Annual return | 12.20% | 33.39%-21.2pp | 64.84%-52.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $215 | $3,455-93.8% | $5,631-96.2% | $4,300-95.0% |
| Admin fee / account holder | $625 | $7,994-92.2% | $15,885-96.1% | $6,925-91.0% |