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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 | $18,009 | $85,171-78.9% | $172,752-89.6% | $72,975-75.3% |
| Participation rate | 14.5% | 70.1%-55.6pp | 82.6%-68.2pp | 69.5%-55.0pp |
| Annual return | 20.11% | 27.32%-7.2pp | 802.97%-782.9pp | 81.01%-60.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $286 | $3,260-91.2% | $5,198-94.5% | $3,608-92.1% |
| Admin fee / account holder | $381 | $5,880-93.5% | $13,955-97.3% | $5,124-92.6% |