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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 | $22,755 | $65,428-65.2% | $169,390-86.6% | $71,511-68.2% |
| Participation rate | 20.8% | 66.9%-46.1pp | 77.2%-56.4pp | 67.9%-47.1pp |
| Annual return | 21.89% | 21.35%+0.5pp | 406.07%-384.2pp | 28.86%-7.0pp |
| Employer contribution / active EE | $0 | $2,064-100.0% | $4,013-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,202 | $4,360-72.4% | $6,222-80.7% | $4,291-72.0% |
| Admin fee / account holder | $2,415 | $1,328+81.9% | $9,015-73.2% | $1,588+52.0% |