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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 | $18,918 | $47,479-60.2% | $62,929-69.9% | $82,448-77.1% |
| Participation rate | 62.5% | 66.9%-4.4pp | 73.1%-10.6pp | 68.1%-5.6pp |
| Annual return | 16.17% | 20.34%-4.2pp | 1063.93%-1047.8pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $59 | $2,870-97.9% | $3,888-98.5% | $4,139-98.6% |
| Admin fee / account holder | $1,040 | $3,804-72.6% | $5,065-79.5% | $7,234-85.6% |