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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 | $47,955 | $71,215-32.7% | $93,696-48.8% | $80,935-40.7% |
| Participation rate | 13.3% | 60.4%-47.1pp | 68.7%-55.4pp | 67.7%-54.3pp |
| Annual return | 16.43% | 11.27%+5.2pp | 133.74%-117.3pp | 35.66%-19.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $401 | $4,037-90.1% | $4,417-90.9% | $4,299-90.7% |
| Admin fee / account holder | $593 | $6,958-91.5% | $8,287-92.8% | $6,924-91.4% |