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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 | $39,430 | $91,559-56.9% | $133,978-70.6% | $79,856-50.6% |
| Participation rate | 58.6% | 73.3%-14.7pp | 79.8%-21.2pp | 69.6%-11.0pp |
| Annual return | 12.38% | 61.85%-49.5pp | 45.10%-32.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $871 | $3,734-76.7% | $5,047-82.7% | $3,741-76.7% |
| Admin fee / account holder | $488 | $6,321-92.3% | $8,930-94.5% | $5,306-90.8% |