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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 | $26,804 | $48,050-44.2% | $96,754-72.3% | $64,340-58.3% |
| Participation rate | 4.2% | 40.6%-36.4pp | 70.3%-66.1pp | 55.2%-51.0pp |
| Annual return | 25.15% | 23.41%+1.7pp | 82.04%-56.9pp | 24.14%+1.0pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $441 | $2,191-79.9% | $4,758-90.7% | $2,980-85.2% |
| Admin fee / account holder | $525 | $3,741-86.0% | $8,905-94.1% | $3,703-85.8% |