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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 | $47,789 | $107,218-55.4% | $115,768-58.7% | $79,634-40.0% |
| Participation rate | 20.5% | 76.8%-56.3pp | 74.4%-53.9pp | 62.5%-42.0pp |
| Annual return | 15.09% | 15.41%-0.3pp | 100.46%-85.4pp | 36.46%-21.4pp |
| Employer contribution / active EE | $0 | $3,627-100.0% | $2,940-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $334 | $5,091-93.4% | $4,917-93.2% | $3,835-91.3% |
| Admin fee / account holder | $5,516 | $576+858.1% | $12,439-55.7% | $1,002+450.5% |