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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 | $27,876-53.6% | $83,854-84.6% | $65,191-80.2% |
| Participation rate | 1.4% | 23.2%-21.8pp | 59.1%-57.7pp | 63.0%-61.6pp |
| Annual return | 18.02% | 305.90%-287.9pp | 31.39%-13.4pp | 51.24%-33.2pp |
| Employer contribution / active EE | $0 | $472-100.0% | $1,017-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $42 | $580-92.8% | $2,035-98.0% | $2,671-98.4% |
| Admin fee / account holder | $1,865 | $1,497+24.6% | $3,197-41.7% | $907+105.7% |