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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 | $21,925 | $58,726-62.7% | $92,240-76.2% | $62,293-64.8% |
| Participation rate | 14.4% | 68.3%-53.9pp | 76.5%-62.1pp | 69.5%-55.1pp |
| Annual return | 17.43% | 43.62%-26.2pp | 176.29%-158.9pp | 28.90%-11.5pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $814 | $2,766-70.6% | $3,897-79.1% | $3,169-74.3% |
| Admin fee / account holder | $1,471 | $556+164.4% | $5,194-71.7% | $479+206.9% |