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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 | $12,655 | $43,496-70.9% | $161,489-92.2% | $64,340-80.3% |
| Participation rate | 16.5% | 53.5%-37.0pp | 78.7%-62.2pp | 55.2%-38.7pp |
| Annual return | 15.10% | 20.76%-5.7pp | 89.72%-74.6pp | 24.14%-9.0pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $438 | $1,996-78.1% | $5,630-92.2% | $2,980-85.3% |
| Admin fee / account holder | $1,473 | $2,330-36.8% | $16,006-90.8% | $3,703-60.2% |