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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 | $19,908 | $60,504-67.1% | $81,882-75.7% | $74,478-73.3% |
| Participation rate | 5.9% | 62.9%-57.0pp | 72.4%-66.5pp | 67.2%-61.3pp |
| Annual return | 17.98% | 16.91%+1.1pp | 779.47%-761.5pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $711 | $3,400-79.1% | $4,323-83.5% | $4,350-83.7% |
| Admin fee / account holder | $391 | $1,492-73.8% | $7,360-94.7% | $1,946-79.9% |