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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 | $20,069 | $82,674-75.7% | $125,381-84.0% | $68,486-70.7% |
| Participation rate | 23.2% | 75.1%-51.8pp | 82.4%-59.2pp | 67.9%-44.7pp |
| Annual return | 10.51% | -5.97%+16.5pp | 572.31%-561.8pp | -7.85%+18.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $616 | $6,111-89.9% | $7,448-91.7% | $4,028-84.7% |
| Admin fee / account holder | $671 | $6,277-89.3% | $10,007-93.3% | $5,404-87.6% |