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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 | $20,451 | $28,167-27.4% | $73,658-72.2% | $64,728-68.4% |
| Participation rate | 1.1% | 21.1%-20.0pp | 57.0%-56.0pp | 57.9%-56.8pp |
| Annual return | 16.78% | 139.75%-123.0pp | 29.72%-12.9pp | 49.38%-32.6pp |
| Employer contribution / active EE | $0 | $373-100.0% | $1,032-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $70 | $597-88.3% | $2,062-96.6% | $2,729-97.4% |
| Admin fee / account holder | $3,136 | $1,791+75.1% | $3,357-6.6% | $1,145+173.8% |