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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 | $17,010 | $43,496-60.9% | $161,489-89.5% | $64,340-73.6% |
| Participation rate | 20.6% | 53.5%-32.9pp | 78.7%-58.1pp | 55.2%-34.7pp |
| Annual return | 25.14% | 20.76%+4.4pp | 89.72%-64.6pp | 24.14%+1.0pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $493 | $1,996-75.3% | $5,630-91.2% | $2,980-83.4% |
| Admin fee / account holder | $578 | $2,330-75.2% | $16,006-96.4% | $3,703-84.4% |