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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 | $24,218 | $118,877-79.6% | $96,570-74.9% | $167,536-85.5% |
| Participation rate | 45.5% | 75.5%-30.0pp | 69.8%-24.4pp | 82.1%-36.7pp |
| Annual return | 12.25% | 50.50%-38.3pp | 37.79%-25.5pp | 478.82%-466.6pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $747 | $4,617-83.8% | $3,849-80.6% | $6,342-88.2% |
| Admin fee / account holder | $353 | $8,069-95.6% | $6,182-94.3% | $12,315-97.1% |