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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 | $51,407 | $101,950-49.6% | $125,529-59.0% | $86,983-40.9% |
| Participation rate | 14.0% | 70.2%-56.2pp | 74.7%-60.8pp | 69.5%-55.6pp |
| Annual return | 15.48% | 18.29%-2.8pp | 202.56%-187.1pp | 25.83%-10.4pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $508 | $3,862-86.8% | $4,813-89.4% | $4,194-87.9% |
| Admin fee / account holder | $486 | $12,791-96.2% | $16,298-97.0% | $7,856-93.8% |