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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 | $86,050-30.4% | $189,758-68.4% | $94,015-36.3% |
| Participation rate | 2.6% | 68.9%-66.3pp | 79.8%-77.2pp | 70.8%-68.3pp |
| Annual return | 15.38% | 17.77%-2.4pp | 52.62%-37.2pp | 17.84%-2.5pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $173 | $3,349-94.8% | $5,856-97.0% | $4,249-95.9% |
| Admin fee / account holder | $2,306 | $6,627-65.2% | $20,388-88.7% | $8,951-74.2% |