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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 | $10,821 | $63,703-83.0% | $93,063-88.4% | $82,448-86.9% |
| Participation rate | 12.0% | 63.8%-51.8pp | 72.1%-60.1pp | 68.1%-56.1pp |
| Annual return | 15.26% | -775.43%+790.7pp | 34.15%-18.9pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $132 | $2,919-95.5% | $3,958-96.7% | $4,139-96.8% |
| Admin fee / account holder | $1,260 | $5,982-78.9% | $6,033-79.1% | $7,234-82.6% |