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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 | $31,698 | $100,801-68.6% | $149,715-78.8% | $73,412-56.8% |
| Participation rate | 5.1% | 77.7%-72.6pp | 82.5%-77.4pp | 72.2%-67.1pp |
| Annual return | 18.34% | 265.34%-247.0pp | 276.66%-258.3pp | 59.30%-41.0pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $955 | $6,404-85.1% | $6,842-86.0% | $3,806-74.9% |
| Admin fee / account holder | $9,273 | $181+5029.2% | $9,310-0.4% | $158+5773.4% |