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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 | $56,862 | $92,186-38.3% | $105,624-46.2% | $77,762-26.9% |
| Participation rate | 15.2% | 81.0%-65.9pp | 75.3%-60.1pp | 70.6%-55.4pp |
| Annual return | 13.90% | 17.83%-3.9pp | 116.20%-102.3pp | 31.27%-17.4pp |
| Employer contribution / active EE | $0 | $3,376-100.0% | $3,168-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,004 | $5,395-81.4% | $5,013-80.0% | $4,651-78.4% |
| Admin fee / account holder | $2,199 | $219+904.0% | $10,961-79.9% | $433+408.0% |