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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 | $59,618 | $91,167-34.6% | $178,498-66.6% | $79,858-25.3% |
| Participation rate | 8.8% | 69.2%-60.4pp | 81.9%-73.1pp | 69.6%-60.8pp |
| Annual return | 14.35% | 24.19%-9.8pp | 151.09%-136.7pp | 31.72%-17.4pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $637 | $3,236-80.3% | $5,202-87.8% | $3,740-83.0% |
| Admin fee / account holder | $14,447 | $6,747+114.1% | $13,985+3.3% | $5,306+172.3% |