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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 | $47,663 | $76,407-37.6% | $150,298-68.3% | $82,448-42.2% |
| Participation rate | 8.5% | 66.4%-57.9pp | 77.8%-69.2pp | 68.1%-59.6pp |
| Annual return | 14.18% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $421 | $3,214-86.9% | $5,453-92.3% | $4,139-89.8% |
| Admin fee / account holder | $5,158 | $6,352-18.8% | $14,116-63.5% | $7,234-28.7% |