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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 | $56,299 | $52,884+6.5% | $84,753-33.6% | $55,167+2.1% |
| Participation rate | 0.0% | 67.5%-67.5pp | 76.6%-76.6pp | 69.0%-69.0pp |
| Annual return | 15.24% | 18.03%-2.8pp | 22.78%-7.5pp | 169.23%-154.0pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $527 | $2,644-80.1% | $3,712-85.8% | $3,054-82.8% |
| Admin fee / account holder | $811 | $581+39.6% | $5,333-84.8% | $504+60.8% |