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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 | $51,510 | $102,065-49.5% | $453,569-88.6% | $85,851-40.0% |
| Participation rate | 24.1% | 72.4%-48.2pp | 78.0%-53.9pp | 69.3%-45.2pp |
| Annual return | 11.78% | 25.44%-13.7pp | 64.43%-52.7pp | 318.63%-306.9pp |
| Employer contribution / active EE | $0 | $2,852-100.0% | $4,072-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,173 | $4,789-75.5% | $6,211-81.1% | $3,952-70.3% |
| Admin fee / account holder | $4,600 | $5,717-19.5% | $11,214-59.0% | $6,261-26.5% |