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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 | $25,200 | $58,241-56.7% | $81,780-69.2% | $80,911-68.9% |
| Participation rate | 5.0% | 63.4%-58.4pp | 72.4%-67.4pp | 67.6%-62.6pp |
| Annual return | 14.27% | 41.73%-27.5pp | 776.27%-762.0pp | 35.63%-21.4pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $438 | $3,283-86.7% | $4,321-89.9% | $4,297-89.8% |
| Admin fee / account holder | $1,628 | $4,973-67.3% | $7,384-78.0% | $6,935-76.5% |