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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 | $82,133-39.0% | $147,318-66.0% | $64,097-21.8% |
| Participation rate | 7.6% | 62.3%-54.7pp | 82.1%-74.5pp | 55.2%-47.6pp |
| Annual return | 19.08% | 78.78%-59.7pp | 70.43%-51.4pp | 34.64%-15.6pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $495 | $5,407-90.8% | $7,906-93.7% | $3,080-83.9% |
| Admin fee / account holder | $5,432 | $3,730+45.6% | $13,708-60.4% | $3,454+57.2% |