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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 | $21,516 | $58,726-63.4% | $92,240-76.7% | $62,293-65.5% |
| Participation rate | 13.4% | 68.3%-54.9pp | 76.5%-63.1pp | 69.5%-56.1pp |
| Annual return | 18.75% | 43.62%-24.9pp | 176.29%-157.5pp | 28.90%-10.1pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $548 | $2,766-80.2% | $3,897-85.9% | $3,169-82.7% |
| Admin fee / account holder | $683 | $556+22.8% | $5,194-86.8% | $479+42.5% |