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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 | $52,515 | $54,717-4.0% | $86,216-39.1% | $71,511-26.6% |
| Participation rate | 25.9% | 60.1%-34.2pp | 69.0%-43.0pp | 67.9%-42.0pp |
| Annual return | 14.42% | 20.07%-5.6pp | 1169.42%-1155.0pp | 28.86%-14.4pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $936 | $3,110-69.9% | $3,986-76.5% | $4,291-78.2% |
| Admin fee / account holder | $3,794 | $1,922+97.4% | $6,853-44.6% | $1,588+138.9% |