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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 | $38,540 | $91,179-57.7% | $178,499-78.4% | $79,852-51.7% |
| Participation rate | 15.1% | 69.2%-54.1pp | 81.9%-66.9pp | 69.6%-54.6pp |
| Annual return | 12.53% | 24.19%-11.7pp | 151.10%-138.6pp | 31.72%-19.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $436 | $3,236-86.5% | $5,202-91.6% | $3,740-88.3% |
| Admin fee / account holder | $2,328 | $6,749-65.5% | $13,986-83.4% | $5,306-56.1% |