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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 | $28,444 | $75,183-62.2% | $123,894-77.0% | $55,167-48.4% |
| Participation rate | 15.6% | 72.8%-57.2pp | 81.4%-65.8pp | 69.0%-53.4pp |
| Annual return | 11.50% | 19.01%-7.5pp | 47.52%-36.0pp | 169.23%-157.7pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,864 | $5,084-63.3% | $5,984-68.8% | $3,054-39.0% |
| Admin fee / account holder | $1,016 | $663+53.3% | $8,357-87.8% | $504+101.6% |