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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 | $60,040 | $102,422-41.4% | $147,117-59.2% | $80,959-25.8% |
| Participation rate | 18.5% | 75.9%-57.4pp | 82.2%-63.7pp | 67.7%-49.1pp |
| Annual return | 12.85% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,825 | $6,652-72.6% | $8,065-77.4% | $4,300-57.6% |
| Admin fee / account holder | $3,595 | $7,953-54.8% | $12,993-72.3% | $6,925-48.1% |