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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 | $3,921 | $51,638-92.4% | $68,368-94.3% | $82,448-95.2% |
| Participation rate | 10.3% | 63.6%-53.3pp | 73.8%-63.5pp | 68.1%-57.8pp |
| Annual return | 18.66% | 37.53%-18.9pp | 292.57%-273.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $89 | $2,914-97.0% | $4,123-97.8% | $4,139-97.9% |
| Admin fee / account holder | $569 | $4,643-87.7% | $5,150-89.0% | $7,234-92.1% |