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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 | $46,698 | $99,442-53.0% | $113,397-58.8% | $71,012-34.2% |
| Participation rate | 2.5% | 78.9%-76.4pp | 76.5%-74.0pp | 58.6%-56.0pp |
| Annual return | 19.43% | 17.93%+1.5pp | 23.20%-3.8pp | 37.67%-18.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,977-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $273 | $4,915-94.4% | $5,076-94.6% | $3,246-91.6% |
| Admin fee / account holder | $6,337 | $535+1084.9% | $11,957-47.0% | $1,167+443.0% |