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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 | $31,502 | $127,689-75.3% | $146,866-78.6% | $65,191-51.7% |
| Participation rate | 7.2% | 68.4%-61.2pp | 82.5%-75.4pp | 63.0%-55.8pp |
| Annual return | 13.69% | 22.89%-9.2pp | 102.85%-89.2pp | 51.24%-37.5pp |
| Employer contribution / active EE | $0 | $4,150-100.0% | $4,425-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $420 | $6,458-93.5% | $7,759-94.6% | $2,671-84.3% |
| Admin fee / account holder | $7,315 | $1,041+602.8% | $13,620-46.3% | $907+706.6% |