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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 | $17,594 | $78,690-77.6% | $161,489-89.1% | $87,485-79.9% |
| Participation rate | 16.7% | 67.5%-50.8pp | 78.7%-62.0pp | 68.9%-52.3pp |
| Annual return | 13.29% | 32.74%-19.4pp | 89.72%-76.4pp | 26.06%-12.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $536 | $3,311-83.8% | $5,630-90.5% | $4,274-87.5% |
| Admin fee / account holder | $866 | $6,724-87.1% | $16,006-94.6% | $7,775-88.9% |