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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 | $48,278 | $55,458-12.9% | $76,030-36.5% | $77,762-37.9% |
| Participation rate | 10.4% | 63.6%-53.2pp | 69.1%-58.7pp | 70.6%-60.2pp |
| Annual return | 13.99% | 17.10%-3.1pp | 361.54%-347.5pp | 31.27%-17.3pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,688-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $521 | $3,454-84.9% | $4,257-87.8% | $4,651-88.8% |
| Admin fee / account holder | $978 | $411+138.1% | $6,421-84.8% | $433+126.0% |