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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 | $39,964 | $50,902-21.5% | $155,534-74.3% | $77,736-48.6% |
| Participation rate | 7.5% | 63.1%-55.5pp | 78.2%-70.7pp | 70.6%-63.0pp |
| Annual return | 18.65% | 34.85%-16.2pp | 64.92%-46.3pp | 31.26%-12.6pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $351 | $2,824-87.6% | $5,630-93.8% | $4,651-92.4% |
| Admin fee / account holder | $3,308 | $437+657.1% | $15,900-79.2% | $433+663.5% |