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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 | $15,739 | $85,171-81.5% | $172,752-90.9% | $72,975-78.4% |
| Participation rate | 26.2% | 70.1%-43.9pp | 82.6%-56.5pp | 69.5%-43.3pp |
| Annual return | 24.71% | 27.32%-2.6pp | 802.97%-778.3pp | 81.01%-56.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $658 | $3,260-79.8% | $5,198-87.3% | $3,608-81.8% |
| Admin fee / account holder | $348 | $5,880-94.1% | $13,955-97.5% | $5,124-93.2% |