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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 | $10,440 | $100,004-89.6% | $81,438-87.2% | $145,959-92.8% |
| Participation rate | 30.8% | 74.2%-43.4pp | 69.5%-38.7pp | 80.3%-49.5pp |
| Annual return | 20.46% | 34.34%-13.9pp | 24.74%-4.3pp | 561.95%-541.5pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $2,460-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $296 | $4,603-93.6% | $3,883-92.4% | $6,689-95.6% |
| Admin fee / account holder | $394 | $8,202-95.2% | $5,764-93.2% | $13,398-97.1% |