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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 | $9,173 | $22,602-59.4% | $65,566-86.0% | $75,173-87.8% |
| Participation rate | 4.0% | 63.1%-59.1pp | 64.9%-60.9pp | 67.2%-63.2pp |
| Annual return | 17.72% | 71.13%-53.4pp | 47.40%-29.7pp | 160.72%-143.0pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $106 | $1,695-93.7% | $2,832-96.2% | $4,126-97.4% |
| Admin fee / account holder | $325 | $1,877-82.7% | $4,114-92.1% | $5,651-94.2% |