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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 | $12,937 | $28,167-54.1% | $73,658-82.4% | $64,728-80.0% |
| Participation rate | 1.4% | 21.1%-19.7pp | 57.0%-55.7pp | 57.9%-56.5pp |
| Annual return | 18.02% | 139.75%-121.7pp | 29.72%-11.7pp | 49.38%-31.4pp |
| Employer contribution / active EE | $0 | $373-100.0% | $1,032-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $42 | $597-93.0% | $2,062-98.0% | $2,729-98.5% |
| Admin fee / account holder | $1,865 | $1,791+4.1% | $3,357-44.4% | $1,145+62.9% |