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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 | $30,983 | $71,208-56.5% | $93,681-66.9% | $80,911-61.7% |
| Participation rate | 7.3% | 60.4%-53.1pp | 68.7%-61.5pp | 67.6%-60.4pp |
| Annual return | 10.06% | 11.27%-1.2pp | 133.47%-123.4pp | 35.63%-25.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $704 | $4,035-82.5% | $4,415-84.1% | $4,297-83.6% |
| Admin fee / account holder | $1,047 | $6,951-84.9% | $8,290-87.4% | $6,935-84.9% |