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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 | $43,438 | $119,272-63.6% | $161,149-73.0% | $71,012-38.8% |
| Participation rate | 6.1% | 73.6%-67.6pp | 78.8%-72.8pp | 58.6%-52.5pp |
| Annual return | 12.82% | 16.11%-3.3pp | 21.16%-8.3pp | 37.67%-24.9pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $4,360-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $259 | $4,117-93.7% | $6,153-95.8% | $3,246-92.0% |
| Admin fee / account holder | $5,412 | $1,020+430.8% | $15,194-64.4% | $1,167+363.7% |