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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 | $17,452 | $56,063-68.9% | $76,051-77.1% | $80,911-78.4% |
| Participation rate | 16.2% | 62.0%-45.9pp | 69.1%-52.9pp | 67.6%-51.5pp |
| Annual return | 35.02% | 20.54%+14.5pp | 360.42%-325.4pp | 35.63%-0.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $710 | $3,052-76.7% | $4,257-83.3% | $4,297-83.5% |
| Admin fee / account holder | $1,069 | $5,240-79.6% | $6,416-83.3% | $6,935-84.6% |