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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 | $27,598 | $63,314-56.4% | $91,004-69.7% | $62,293-55.7% |
| Participation rate | 9.7% | 73.3%-63.6pp | 75.6%-65.9pp | 69.5%-59.8pp |
| Annual return | 64.73% | 21.00%+43.7pp | 4.60%+60.1pp | 28.90%+35.8pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $659 | $2,944-77.6% | $3,548-81.4% | $3,169-79.2% |
| Admin fee / account holder | $955 | $468+104.2% | $5,417-82.4% | $479+99.2% |