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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 | $20,946 | $36,002-41.8% | $161,489-87.0% | $64,728-67.6% |
| Participation rate | 7.4% | 57.4%-50.1pp | 78.7%-71.3pp | 57.9%-50.5pp |
| Annual return | 14.07% | 33.93%-19.9pp | 89.72%-75.7pp | 49.38%-35.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $362 | $1,815-80.1% | $5,630-93.6% | $2,729-86.7% |
| Admin fee / account holder | $1,794 | $931+92.8% | $16,006-88.8% | $1,145+56.7% |