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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 | $56,428 | $59,093-4.5% | $97,295-42.0% | $77,762-27.4% |
| Participation rate | 12.2% | 67.8%-55.6pp | 72.7%-60.5pp | 70.6%-58.4pp |
| Annual return | 14.91% | 16.93%-2.0pp | 75.62%-60.7pp | 31.27%-16.4pp |
| Employer contribution / active EE | $0 | $1,727-100.0% | $2,723-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $742 | $3,901-81.0% | $4,264-82.6% | $4,651-84.0% |
| Admin fee / account holder | $2,814 | $346+712.9% | $5,646-50.2% | $433+550.0% |