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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 | $16,090 | $47,944-66.4% | $67,834-76.3% | $62,881-74.4% |
| Participation rate | 52.9% | 61.1%-8.2pp | 68.8%-15.9pp | 69.3%-16.4pp |
| Annual return | 5.39% | 11.77%-6.4pp | 138.47%-133.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $623 | $2,247-72.3% | $3,160-80.3% | $3,203-80.6% |
| Admin fee / account holder | $498 | $3,712-86.6% | $4,622-89.2% | $4,296-88.4% |