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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 | $26,492 | $45,043-41.2% | $63,005-58.0% | $70,124-62.2% |
| Participation rate | 10.8% | 69.5%-58.7pp | 74.8%-64.0pp | 69.5%-58.7pp |
| Annual return | 18.03% | 18.76%-0.7pp | 87.59%-69.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $551 | $2,466-77.7% | $3,329-83.5% | $3,332-83.5% |
| Admin fee / account holder | $2,585 | $2,833-8.8% | $3,599-28.2% | $4,645-44.4% |