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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 | $21,681 | $55,457-60.9% | $76,119-71.5% | $77,736-72.1% |
| Participation rate | 0.3% | 63.6%-63.3pp | 69.1%-68.7pp | 70.6%-70.3pp |
| Annual return | 15.82% | 17.09%-1.3pp | 361.25%-345.4pp | 31.26%-15.4pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,693-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $57 | $3,454-98.3% | $4,259-98.7% | $4,651-98.8% |
| Admin fee / account holder | $1,305 | $411+217.7% | $6,421-79.7% | $433+201.2% |