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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 | $27,626 | $48,053-42.5% | $84,637-67.4% | $72,976-62.1% |
| Participation rate | 9.7% | 57.6%-47.9pp | 68.2%-58.6pp | 69.5%-59.8pp |
| Annual return | 24.35% | 37.39%-13.0pp | 258.82%-234.5pp | 81.02%-56.7pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $619 | $2,681-76.9% | $3,900-84.1% | $3,608-82.8% |
| Admin fee / account holder | $5,654 | $3,395+66.5% | $4,914+15.1% | $5,124+10.3% |