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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 | $61,493 | $91,424-32.7% | $135,942-54.8% | $71,495-14.0% |
| Participation rate | 38.7% | 75.7%-36.9pp | 81.9%-43.2pp | 67.9%-29.2pp |
| Annual return | 17.64% | 29.90%-12.3pp | 68.28%-50.6pp | 28.85%-11.2pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,279 | $7,092-82.0% | $7,759-83.5% | $4,291-70.2% |
| Admin fee / account holder | $1,342 | $1,266+6.0% | $10,764-87.5% | $1,588-15.5% |