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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 | $11,259 | $47,479-76.3% | $62,929-82.1% | $82,448-86.3% |
| Participation rate | 8.0% | 66.9%-58.8pp | 73.1%-65.1pp | 68.1%-60.0pp |
| Annual return | 23.75% | 20.34%+3.4pp | 1063.93%-1040.2pp | 41.64%-17.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $765 | $2,870-73.4% | $3,888-80.3% | $4,139-81.5% |
| Admin fee / account holder | $776 | $3,804-79.6% | $5,065-84.7% | $7,234-89.3% |