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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 | $25,228 | $82,674-69.5% | $125,381-79.9% | $68,486-63.2% |
| Participation rate | 25.7% | 75.1%-49.3pp | 82.4%-56.7pp | 67.9%-42.2pp |
| Annual return | 20.36% | -5.97%+26.3pp | 572.31%-551.9pp | -7.85%+28.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $862 | $6,111-85.9% | $7,448-88.4% | $4,028-78.6% |
| Admin fee / account holder | $546 | $6,277-91.3% | $10,007-94.5% | $5,404-89.9% |