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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 | $23,861 | $45,109-47.1% | $85,240-72.0% | $77,762-69.3% |
| Participation rate | 4.9% | 48.7%-43.8pp | 67.5%-62.7pp | 70.6%-65.7pp |
| Annual return | 17.22% | 79.55%-62.3pp | 66.75%-49.5pp | 31.27%-14.1pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,735-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $172 | $2,814-93.9% | $4,527-96.2% | $4,651-96.3% |
| Admin fee / account holder | $3,893 | $915+325.5% | $6,165-36.9% | $433+799.2% |