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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 | $20,435 | $36,002-43.2% | $161,489-87.3% | $64,728-68.4% |
| Participation rate | 6.7% | 57.4%-50.7pp | 78.7%-72.0pp | 57.9%-51.2pp |
| Annual return | 15.60% | 33.93%-18.3pp | 89.72%-74.1pp | 49.38%-33.8pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $255 | $1,815-85.9% | $5,630-95.5% | $2,729-90.7% |
| Admin fee / account holder | $3,757 | $931+303.8% | $16,006-76.5% | $1,145+228.1% |