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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 | $11,526 | $24,618-53.2% | $71,585-83.9% | $82,637-86.1% |
| Participation rate | 10.4% | 68.2%-57.8pp | 68.2%-57.7pp | 68.1%-57.6pp |
| Annual return | 18.64% | 93.17%-74.5pp | 59.26%-40.6pp | 53.51%-34.9pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $214 | $1,720-87.5% | $2,923-92.7% | $4,126-94.8% |
| Admin fee / account holder | $1,484 | $3,285-54.8% | $4,712-68.5% | $7,339-79.8% |