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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 | $54,992 | $85,171-35.4% | $172,752-68.2% | $72,975-24.6% |
| Participation rate | 20.7% | 70.1%-49.4pp | 82.6%-62.0pp | 69.5%-48.8pp |
| Annual return | 19.00% | 27.32%-8.3pp | 802.97%-784.0pp | 81.01%-62.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $384 | $3,260-88.2% | $5,198-92.6% | $3,608-89.4% |
| Admin fee / account holder | $8,536 | $5,880+45.2% | $13,955-38.8% | $5,124+66.6% |