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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 | $20,153 | $50,554-60.1% | $67,681-70.2% | $87,485-77.0% |
| Participation rate | 19.7% | 67.7%-48.0pp | 73.7%-54.0pp | 68.9%-49.2pp |
| Annual return | 12.46% | 17.81%-5.4pp | 590.58%-578.1pp | 26.06%-13.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $596 | $2,961-79.9% | $3,976-85.0% | $4,274-86.0% |
| Admin fee / account holder | $2,069 | $4,132-49.9% | $6,100-66.1% | $7,775-73.4% |