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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 | $56,404 | $89,370-36.9% | $141,197-60.1% | $72,976-22.7% |
| Participation rate | 54.2% | 75.1%-21.0pp | 82.5%-28.3pp | 69.5%-15.3pp |
| Annual return | 23.82% | 111.88%-88.1pp | 71.41%-47.6pp | 81.02%-57.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,394 | $5,419-74.3% | $6,710-79.2% | $3,608-61.4% |
| Admin fee / account holder | $5,927 | $5,957-0.5% | $10,265-42.3% | $5,124+15.7% |