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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 | $6,573 | $43,730-85.0% | $66,674-90.1% | $64,097-89.7% |
| Participation rate | 7.4% | 50.7%-43.3pp | 73.7%-66.3pp | 55.2%-47.8pp |
| Annual return | 29.70% | 53.62%-23.9pp | 321.24%-291.5pp | 34.64%-4.9pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $178 | $2,122-91.6% | $4,084-95.6% | $3,080-94.2% |
| Admin fee / account holder | $465 | $2,708-82.8% | $5,098-90.9% | $3,454-86.5% |