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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 | $28,531 | $44,897-36.5% | $85,063-66.5% | $199,874-85.7% |
| Participation rate | 2.6% | 45.7%-43.1pp | 67.5%-64.9pp | 72.0%-69.4pp |
| Annual return | 19.92% | 20.96%-1.0pp | 66.54%-46.6pp | 34.28%-14.4pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $101 | $2,668-96.2% | $4,523-97.8% | $5,090-98.0% |
| Admin fee / account holder | $4,061 | $584+595.1% | $6,155-34.0% | $269+1409.2% |