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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 | $28,754 | $53,128-45.9% | $86,582-66.8% | $70,126-59.0% |
| Participation rate | 22.9% | 65.3%-42.4pp | 73.5%-50.7pp | 69.5%-46.7pp |
| Annual return | 14.92% | 27.66%-12.7pp | 965.08%-950.2pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $655 | $2,695-75.7% | $3,609-81.8% | $3,332-80.3% |
| Admin fee / account holder | $2,472 | $3,584-31.0% | $4,904-49.6% | $4,645-46.8% |