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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 | $23,924 | $70,666-66.1% | $169,385-85.9% | $75,181-68.2% |
| Participation rate | 30.2% | 64.8%-34.6pp | 77.2%-46.9pp | 67.2%-37.0pp |
| Annual return | 15.62% | 36.37%-20.8pp | 405.82%-390.2pp | 160.69%-145.1pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,364 | $4,308-68.3% | $6,221-78.1% | $4,126-66.9% |
| Admin fee / account holder | $378 | $5,402-93.0% | $9,011-95.8% | $5,650-93.3% |