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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 | $23,533 | $51,184-54.0% | $66,439-64.6% | $86,983-72.9% |
| Participation rate | 31.1% | 68.5%-37.4pp | 74.5%-43.4pp | 69.5%-38.4pp |
| Annual return | 13.76% | 17.07%-3.3pp | 757.66%-743.9pp | 25.83%-12.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $815 | $2,927-72.2% | $3,876-79.0% | $4,194-80.6% |
| Admin fee / account holder | $1,384 | $4,154-66.7% | $6,173-77.6% | $7,856-82.4% |