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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 | $14,126 | $48,327-70.8% | $67,575-79.1% | $80,935-82.5% |
| Participation rate | 6.3% | 66.4%-60.1pp | 72.9%-66.6pp | 67.7%-61.3pp |
| Annual return | 14.01% | 18.31%-4.3pp | 3528.98%-3515.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $108 | $2,927-96.3% | $4,003-97.3% | $4,299-97.5% |
| Admin fee / account holder | $974 | $3,692-73.6% | $3,993-75.6% | $6,924-85.9% |