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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 | $8,172 | $47,479-82.8% | $62,929-87.0% | $82,448-90.1% |
| Participation rate | 13.6% | 66.9%-53.2pp | 73.1%-59.5pp | 68.1%-54.4pp |
| Annual return | 16.52% | 20.34%-3.8pp | 1063.93%-1047.4pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $661 | $2,870-77.0% | $3,888-83.0% | $4,139-84.0% |
| Admin fee / account holder | $414 | $3,804-89.1% | $5,065-91.8% | $7,234-94.3% |