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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 | $20,409 | $51,631-60.5% | $129,397-84.2% | $80,925-74.8% |
| Participation rate | 13.4% | 56.9%-43.5pp | 69.6%-56.2pp | 67.7%-54.2pp |
| Annual return | 14.44% | 20.77%-6.3pp | 9453.98%-9439.5pp | 35.65%-21.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $579 | $2,670-78.3% | $4,167-86.1% | $4,299-86.5% |
| Admin fee / account holder | $2,409 | $4,309-44.1% | $7,679-68.6% | $6,940-65.3% |