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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 | $54,253 | $93,345-41.9% | $119,126-54.5% | $87,485-38.0% |
| Participation rate | 9.9% | 68.7%-58.9pp | 75.8%-65.9pp | 68.9%-59.1pp |
| Annual return | 17.50% | 19.08%-1.6pp | 282.11%-264.6pp | 26.06%-8.6pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $872 | $4,099-78.7% | $5,318-83.6% | $4,274-79.6% |
| Admin fee / account holder | $4,860 | $8,039-39.5% | $10,693-54.6% | $7,775-37.5% |