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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 | $35,278 | $94,031-62.5% | $115,768-69.5% | $82,448-57.2% |
| Participation rate | 11.5% | 70.4%-58.9pp | 74.4%-62.9pp | 68.1%-56.6pp |
| Annual return | 19.72% | 20.61%-0.9pp | 100.46%-80.7pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $883 | $3,972-77.8% | $4,917-82.0% | $4,139-78.7% |
| Admin fee / account holder | $3,307 | $10,249-67.7% | $12,439-73.4% | $7,234-54.3% |