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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 | $46,026 | $149,741-69.3% | $118,914-61.3% | $158,982-71.0% |
| Participation rate | 40.0% | 82.1%-42.1pp | 75.4%-35.4pp | 82.0%-42.0pp |
| Annual return | 8.33% | 19.94%-11.6pp | 35.89%-27.6pp | 302.99%-294.7pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $290 | $5,226-94.4% | $4,266-93.2% | $5,983-95.1% |
| Admin fee / account holder | $579 | $8,607-93.3% | $6,582-91.2% | $11,252-94.9% |