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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 | $55,694 | $62,592-11.0% | $85,709-35.0% | $85,847-35.1% |
| Participation rate | 29.5% | 61.1%-31.6pp | 69.9%-40.3pp | 69.3%-39.8pp |
| Annual return | 18.13% | 23.77%-5.6pp | 21.49%-3.4pp | 318.61%-300.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $833 | $2,802-70.3% | $3,924-78.8% | $3,952-78.9% |
| Admin fee / account holder | $11,831 | $4,643+154.8% | $6,876+72.1% | $6,261+89.0% |