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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 | $19,043 | $43,496-56.2% | $161,489-88.2% | $64,340-70.4% |
| Participation rate | 11.9% | 53.5%-41.7pp | 78.7%-66.8pp | 55.2%-43.4pp |
| Annual return | 13.31% | 20.76%-7.4pp | 89.72%-76.4pp | 24.14%-10.8pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $283 | $1,996-85.8% | $5,630-95.0% | $2,980-90.5% |
| Admin fee / account holder | $1,152 | $2,330-50.5% | $16,006-92.8% | $3,703-68.9% |