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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 | $26,770 | $85,171-68.6% | $172,753-84.5% | $72,976-63.3% |
| Participation rate | 10.8% | 70.1%-59.3pp | 82.6%-71.8pp | 69.5%-58.7pp |
| Annual return | 16.55% | 27.32%-10.8pp | 803.00%-786.4pp | 81.02%-64.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $581 | $3,260-82.2% | $5,198-88.8% | $3,608-83.9% |
| Admin fee / account holder | $749 | $5,880-87.3% | $13,956-94.6% | $5,124-85.4% |