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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 | $54,344 | $95,383-43.0% | $185,837-70.8% | $85,856-36.7% |
| Participation rate | 13.9% | 68.8%-54.8pp | 81.7%-67.8pp | 69.3%-55.4pp |
| Annual return | 13.40% | 23.59%-10.2pp | 122.08%-108.7pp | 318.58%-305.2pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $595 | $3,423-82.6% | $5,568-89.3% | $3,952-84.9% |
| Admin fee / account holder | $1,159 | $7,213-83.9% | $16,241-92.9% | $6,261-81.5% |