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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 | $58,848-59.9% | $88,179-73.2% | $82,637-71.4% |
| Participation rate | 5.5% | 57.9%-52.4pp | 69.1%-63.7pp | 68.1%-62.6pp |
| Annual return | 24.72% | 22.76%+2.0pp | 64.97%-40.2pp | 53.51%-28.8pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $452 | $3,124-85.5% | $4,614-90.2% | $4,126-89.0% |
| Admin fee / account holder | $509 | $4,795-89.4% | $7,673-93.4% | $7,339-93.1% |