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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 | $50,105 | $88,360-43.3% | $145,433-65.5% | $67,986-26.3% |
| Participation rate | 7.6% | 65.5%-57.9pp | 82.1%-74.6pp | 57.2%-49.6pp |
| Annual return | 19.08% | 63.15%-44.1pp | 66.58%-47.5pp | 31.67%-12.6pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $495 | $5,932-91.6% | $7,897-93.7% | $3,358-85.2% |
| Admin fee / account holder | $5,432 | $3,313+63.9% | $13,129-58.6% | $3,203+69.6% |