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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 | $53,741 | $87,546-38.6% | $75,784-29.1% | $125,389-57.1% |
| Participation rate | 35.3% | 80.2%-44.9pp | 75.8%-40.5pp | 83.2%-47.9pp |
| Annual return | 1.02% | 13.49%-12.5pp | 9.68%-8.7pp | 282.24%-281.2pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $406 | $4,230-90.4% | $3,652-88.9% | $5,352-92.4% |
| Admin fee / account holder | $2,069 | $6,503-68.2% | $5,300-61.0% | $9,541-78.3% |