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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 | $59,931 | $78,690-23.8% | $161,489-62.9% | $87,485-31.5% |
| Participation rate | 2.6% | 67.5%-64.9pp | 78.7%-76.1pp | 68.9%-66.4pp |
| Annual return | 15.38% | 32.74%-17.4pp | 89.72%-74.3pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $173 | $3,311-94.8% | $5,630-96.9% | $4,274-96.0% |
| Admin fee / account holder | $2,306 | $6,724-65.7% | $16,006-85.6% | $7,775-70.3% |