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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 | $13,291 | $75,541-82.4% | $152,093-91.3% | $82,637-83.9% |
| Participation rate | 11.1% | 66.5%-55.4pp | 77.8%-66.7pp | 68.1%-56.9pp |
| Annual return | 65.91% | 32.56%+33.4pp | 66.36%-0.4pp | 53.51%+12.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $736 | $3,206-77.1% | $5,451-86.5% | $4,126-82.2% |
| Admin fee / account holder | $2,370 | $6,405-63.0% | $14,497-83.7% | $7,339-67.7% |