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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 | $30,594 | $75,183-59.3% | $123,894-75.3% | $55,167-44.5% |
| Participation rate | 13.6% | 72.8%-59.2pp | 81.4%-67.8pp | 69.0%-55.4pp |
| Annual return | 8.31% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,299 | $5,084-74.4% | $5,984-78.3% | $3,054-57.5% |
| Admin fee / account holder | $6,389 | $663+864.4% | $8,357-23.5% | $504+1168.0% |