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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 | $24,254 | $90,400-73.2% | $186,193-87.0% | $87,485-72.3% |
| Participation rate | 5.3% | 66.2%-60.9pp | 77.1%-71.8pp | 68.9%-63.6pp |
| Annual return | 15.63% | 22.15%-6.5pp | 78.03%-62.4pp | 26.06%-10.4pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $184 | $4,330-95.8% | $6,513-97.2% | $4,274-95.7% |
| Admin fee / account holder | $4,050 | $8,673-53.3% | $11,058-63.4% | $7,775-47.9% |