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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 | $22,208 | $47,163-52.9% | $149,696-85.2% | $74,460-70.2% |
| Participation rate | 6.6% | 63.4%-56.8pp | 78.8%-72.1pp | 70.7%-64.1pp |
| Annual return | 23.05% | 22.75%+0.3pp | 134.46%-111.4pp | 34.38%-11.3pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $272 | $2,730-90.0% | $5,682-95.2% | $4,530-94.0% |
| Admin fee / account holder | $974 | $343+184.1% | $13,212-92.6% | $348+180.1% |