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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 | $47,274 | $62,672-24.6% | $185,117-74.5% | $70,126-32.6% |
| Participation rate | 15.6% | 63.8%-48.2pp | 77.3%-61.6pp | 69.5%-53.9pp |
| Annual return | 13.92% | 40.79%-26.9pp | 40.50%-26.6pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $394 | $3,272-88.0% | $5,045-92.2% | $3,332-88.2% |
| Admin fee / account holder | $2,069 | $3,932-47.4% | $8,159-74.6% | $4,645-55.5% |