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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 | $76,407-21.6% | $150,298-60.1% | $82,448-27.3% |
| Participation rate | 2.6% | 66.4%-63.8pp | 77.8%-75.2pp | 68.1%-65.5pp |
| Annual return | 15.38% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $173 | $3,214-94.6% | $5,453-96.8% | $4,139-95.8% |
| Admin fee / account holder | $2,306 | $6,352-63.7% | $14,116-83.7% | $7,234-68.1% |