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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 | $13,977 | $41,151-66.0% | $80,648-82.7% | $71,529-80.5% |
| Participation rate | 5.4% | 50.2%-44.8pp | 67.0%-61.6pp | 67.9%-62.5pp |
| Annual return | 17.19% | 38.49%-21.3pp | 937.21%-920.0pp | 28.97%-11.8pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $2,724-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $226 | $2,700-91.6% | $4,443-94.9% | $4,291-94.7% |
| Admin fee / account holder | $365 | $1,842-80.2% | $5,382-93.2% | $1,588-77.0% |