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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 | $48,011-60.6% | $63,803-70.4% | $82,637-77.1% |
| Participation rate | 62.5% | 66.6%-4.1pp | 72.7%-10.2pp | 68.1%-5.6pp |
| Annual return | 16.17% | 19.84%-3.7pp | 543.72%-527.5pp | 53.51%-37.3pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $59 | $2,846-97.9% | $3,843-98.5% | $4,126-98.6% |
| Admin fee / account holder | $1,040 | $3,873-73.1% | $5,196-80.0% | $7,339-85.8% |