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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 | $49,804 | $122,063-59.2% | $184,256-73.0% | $74,478-33.1% |
| Participation rate | 31.0% | 85.5%-54.5pp | 86.8%-55.9pp | 67.2%-36.3pp |
| Annual return | 12.83% | 19.92%-7.1pp | 28.85%-16.0pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,399 | $7,144-66.4% | $9,133-73.7% | $4,350-44.9% |
| Admin fee / account holder | $7,035 | $1,253+461.6% | $13,899-49.4% | $1,946+261.5% |