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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 | $75,134 | $89,367-15.9% | $141,191-46.8% | $72,975+3.0% |
| Participation rate | 11.5% | 75.1%-63.6pp | 82.5%-70.9pp | 69.5%-58.0pp |
| Annual return | 21.30% | 111.87%-90.6pp | 71.41%-50.1pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $21 | $5,419-99.6% | $6,710-99.7% | $3,608-99.4% |
| Admin fee / account holder | $1,504 | $5,957-74.7% | $10,264-85.3% | $5,124-70.6% |