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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 | $67,528 | $91,086-25.9% | $203,872-66.9% | $86,983-22.4% |
| Participation rate | 15.2% | 65.8%-50.6pp | 77.8%-62.6pp | 69.5%-54.3pp |
| Annual return | 15.91% | 22.30%-6.4pp | 85.11%-69.2pp | 25.83%-9.9pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,010 | $4,019-74.9% | $6,388-84.2% | $4,194-75.9% |
| Admin fee / account holder | $2,439 | $8,987-72.9% | $11,730-79.2% | $7,856-69.0% |