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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 | $11,470 | $61,125-81.2% | $94,057-87.8% | $87,485-86.9% |
| Participation rate | 31.3% | 64.1%-32.8pp | 73.3%-42.1pp | 68.9%-37.7pp |
| Annual return | 17.53% | 35.20%-17.7pp | 480.62%-463.1pp | 26.06%-8.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $487 | $3,260-85.1% | $4,709-89.7% | $4,274-88.6% |
| Admin fee / account holder | $633 | $5,629-88.8% | $7,244-91.3% | $7,775-91.9% |