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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 | $29,644 | $76,696-61.3% | $96,515-69.3% | $71,511-58.5% |
| Participation rate | 2.4% | 66.6%-64.2pp | 74.3%-71.9pp | 67.9%-65.5pp |
| Annual return | 15.86% | 48.32%-32.5pp | 35.73%-19.9pp | 28.86%-13.0pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $246 | $3,770-93.5% | $4,880-95.0% | $4,291-94.3% |
| Admin fee / account holder | $6,404 | $2,030+215.5% | $6,735-4.9% | $1,588+303.2% |