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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 | $50,891 | $98,776-48.5% | $149,745-66.0% | $79,856-36.3% |
| Participation rate | 28.6% | 75.8%-47.2pp | 82.5%-53.9pp | 69.6%-41.1pp |
| Annual return | 20.56% | 27.38%-6.8pp | 276.72%-256.2pp | 31.71%-11.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $971 | $5,681-82.9% | $6,843-85.8% | $3,741-74.0% |
| Admin fee / account holder | $4,556 | $6,053-24.7% | $9,312-51.1% | $5,306-14.1% |