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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 | $23,615 | $60,442-60.9% | $96,754-75.6% | $87,485-73.0% |
| Participation rate | 5.5% | 58.7%-53.3pp | 70.3%-64.8pp | 68.9%-63.5pp |
| Annual return | 24.72% | 21.97%+2.8pp | 82.04%-57.3pp | 26.06%-1.3pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $452 | $3,280-86.2% | $4,758-90.5% | $4,274-89.4% |
| Admin fee / account holder | $509 | $5,069-90.0% | $8,905-94.3% | $7,775-93.4% |